SourcingSourcing

AGVICTUS CAPITAL MANAGEMENT LLC

C44
CRD 307047·SEC 801-119563·ALPHARETTA, GA
AUM
$384.7M
$100M-$500M
Est. Revenue
$3.8M
@ 1% on AUM
Est. EBITDA
$1.2M
@ 30% margin
Est. Deal Value
$9.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AGVICTUS CAPITAL MANAGEMENT LLC
CRD
307047
SEC file #
801-119563
EIN
—
DBA names
—

Economics

AUM
$384.7M
AUM band
$100M-$500M
AUM trajectory
'21'26
$197.5M → $384.7M▲ +95%
Client mix
—

Operations

Employees (total)
5
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'21'26
4 advisors → 3 advisors▼ -25%
Primary office
ALPHARETTA GA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Other Advisory Services
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/03/2026
ADV-W filed at
—
Website
linkedin.com/company/agvictus-capital-management(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WHITLEY, MATTHEW, A
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
WHITLEY, MATTHEW, A
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:agvictus.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
6317094
Trust Company Affiliate
No

People (1)

1
WHITLEY, MATTHEW, A
Direct Owner · 87.5%
6317094