ARCUS CAPITAL PARTNERS, LLC

CRD

147346

SEC file #

801-69325

EIN

832843390

DBA names

—

Economics

AUM

$2.51B

AUM band

$1B+

AUM trajectory

'20 · $1.33B

'21 · $1.39B

'22 · $1.42B

'23 · $1.67B

'25 · $2.12B

'26 · $2.51B

'20'26

$1.33B → $2.51B▲ +89%

sec adv history

Client mix

Individuals High Net Worth	401
Individuals Other	46
Corporations	17
Pooled Investment Vehicles	3

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 6 advisors

'21 · 6 advisors

'22 · 6 advisors

'23 · 5 advisors

'25 · 7 advisors

'26 · 5 advisors

'20'26

6 advisors → 5 advisors▼ -17%

sec adv history

Primary office

ATLANTA GA

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses

Fee basis

% of AUMFixed feesPerformance-based feesOther Compensation

Filings

Latest ADV filing

03/31/2026

ADV-W filed at

—

Website

arcuscp.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

CHESTNUT STREET PARTNERS, LP

Top Owner Pct

37.5

Top Owner Entity Kind

Owner Count

Control Persons

CHESTNUT STREET PARTNERS, LP

DIERSOL, LP

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

ARCUSCP.COM

Rdap Domain Creation Date

2008-05-14T22:04:11Z

Rdap Firm Age Years

Rdap Firm Age Band

10-20y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0001768404

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2019-02-28

Edgar Last Filing Date

2019-02-28

Edgar Form D Count

Edgar Form D Offerings

2019-02-282019-02-28 · 0001768404-19-000001

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	12
E*trade	4
Fidelity	2

adv brochure

Edgar Addresses

Mailing

C/O ARCUS CAPITAL PARTNERS3060 PEACHTREE ROAD NW, STE 1880ATLANTA, GA 30305

Business

C/O ARCUS CAPITAL PARTNERS3060 PEACHTREE ROAD NW, STE 1880ATLANTA, GA 30305

Edgar EIN

832843390

Edgar Recent Filings

D2019-02-28 · 0001768404-19-000001

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2028-05-14T22:04:11Z

Rdap Domain Last Changed

2026-05-15T18:10:33Z

Rdap Nameservers

Ns37.domaincontrol.comNs38.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Trust Company Affiliate