Agincourt Capital Management, LLC
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Overview
Agincourt Capital Management, LLC is a financial advisory firm based in Richmond, Virginia. It manages $7.4 billion in assets throughout 391 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management (AUM). It has a small team, including 12 financial advisors. Agincourt Capital Management, LLC is not a registered broker-dealer, meaning the company cannot buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are defined as exchangable fiscal investments such as equities, options and bonds.
Agincourt Capital Management, LLC oversees all of the company's accounts on a discretionary basis. Discretionary management means that an investment advisor makes buy and sell choices for the client's account without requiring client approval. The investment advisory firm administers roughly $18.9 million for each customer account. An average advisor at Agincourt Capital Management, LLC oversees around 33 client accounts, making it about average in terms of personalization.
The firm's main office is at 200 South 10Th Street, Richmond, Virginia 23219. It is legally registered to provide services to clients across 19 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Agincourt Capital Management, LLC by the Numbers
$7.4 billion
18
391
$18.9 million
Fee Structure
Fees charged by financial advisors vary depending on which services the firm provides the client. However, fees charged by the company can consist of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Agincourt Capital Management, LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm manages money for a broad range of clients. Agincourt Capital Management, LLC caters to high net worth investors, investment companies, pension plans, charitable organizations, state or municipal government entities, other investment advisers, insurance companies and corporations. Out of its 391 customers, Agincourt Capital Management, LLC's largest client group is charitable organizations, although it also manages money for 17 high-net-worth individuals. The SEC defines a high-net-worth individual as an individual who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the company's clients reside abroad.
- High-Net-Worth Individuals* - 8.99%
- Other Individuals - 0%
- Corporations - 43.92%
- Charitable Organizations - 47.09%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Agincourt Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Agincourt Capital Management, LLC
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
Richmond, VA
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