Steven
Edwards

Arcus Capital Partners, LLC

CRD#2469795
Investment Advisor
in Atlanta, GA

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About this Advisor

Steven Edwards is a financial advisor based out of Atlanta, Georgia with 15 years of relevant experience. Edwards is currently employed by Arcus Capital Partners, LLC. They have spent their complete employment at Arcus Capital Partners, Llc. Edwards maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Georgia, Louisiana and Texas. Arcus Capital Partners, LLC is an advisory firm operating out of Atlanta, GA. The firm has a total of 11 financial advisors. It handles $2 billion in assets under management across its 1,447 client accounts, making it one of the largest firms in the country by assets under management. Of its 1,447 accounts, 80% belong to high-net-worth individuals who have greater than $1 million in assets. Arcus Capital Partners, LLC provides a number of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. Financial management fees usually vary depending on which services the firm provides the client. However, fee types charged by Arcus Capital Partners, LLC most likely consist of asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

15 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Office Location

3060 Peachtree Road N.W. Suite 1880
Atlanta, GA 30305

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Arcus Capital Partners, LLC Brokerage Details

Total Assets Under Management

$2,100,618,099

GA Average: $3,570,121,308
Total Number of Employees

11

GA Average: 58
Total Number of Accounts

1,447

GA Average: 1,608
Average Account Size

$1,451,706

GA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Steven Edwards Work History

Steven has been registered as a financial advisor for 15 years.*

2008 - Present (16 years)

Arcus Capital Partners, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Steven Edwards to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Arcus Capital Partners, LLC

Matt Bailey
Atlanta, GA
Stephen Sloan
Atlanta, GA
Steven Edwards
Atlanta, GA
William Singletary
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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