Agincourt Capital Management, Llc
SEC-registered
Investment Adviser · Mid-sized ($1B–$10B)
CRD 112096
· SEC file 801-56592
· Richmond, VA
· WWW.AGINCOURTCAPITAL.COM
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ADV data as of Mar 31, 2026
- Regulatory AUM
- $10.0B
- Discretionary
- $10.0B
- Clients
- 193
- Avg AUM / client
- $51.6M
- Accounts
- 414
- Employees
- 18
AUM over time
$4.4B
$10.0B
Dec 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 15 | $101M | 1.02% |
| Investment companies | 1 | $251M | 2.52% |
| Pension and profit sharing plans | 12 | $420M | 4.22% |
| Charitable organizations | 91 | $1.3B | 12.6% |
| State or municipal government entities | 34 | $3.7B | 36.9% |
| Other investment advisers | 9 | $1.5B | 14.9% |
| Insurance companies | 14 | $2.1B | 21.1% |
| Corporations and other businesses | 17 | $675M | 6.78% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Defined Benefit Plan For Employees Of Catholic Social Services Of The Diocese Of Scranto Catholic Social Services Of The Diocese Of Scranton, Inc. | 2024 | |
| Plumbers & Steamfitters Local 43 Pension Fund Plumbers & Steamfitters Local 43 Pension Fund | 2024 | |
| Inland Pension Fund Board Of Trustees Inland Pension Fund | 2024 | |
| Oltmans Companies Profit Sharing Plan Oltmans Companies | 2024 | |
| Oge Energy Corp. Retirement Plan Oge Energy Corp. | 2024 | |
| St. Clair Hospital Retirement Plan St. Clair Hospital | 2024 |
People (19)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kelly, Patrick, Kevin | Manager And Member | May 1999 (27y) | 5% – 10% | |
| Lewis Duncan Buoyer | Member | CFA | May 1999 (27y) | 5% – 10% |
| Patrick Thomas O'hara | Member | CFA | May 1999 (27y) | 5% – 10% |
| Mavroudis, George | Manager | Oct 2020 (6y) | Less than 5% | |
| Banks, Erika, Dawn | Chief Compliance Officer And Member | Jul 2021 (5y) | Less than 5% | |
| Christodoulou, Andrew, Michael | Shareholder | Jun 2024 (2y) | ≈ 1.76% – 18.75% via Minic Investments Limited | |
| Christodoulou, Nicholas | Shareholder | Jun 2024 (2y) | ≈ 1.76% – 18.75% via Minic Investments Limited | |
| Christodoulou, Stephanie, Diana | Shareholder | Jun 2024 (2y) | ≈ 1.76% – 18.75% via Minic Investments Limited | |
| Chryssafou Christodoulou, Dimitris Stavros | Shareholder | Jun 2024 (2y) | ≈ 1.76% – 18.75% via Minic Investments Limited | |
| Catherine Condon Temple | Registered representative | Feb 2001 (25y) | ||
| Brian Scott Marshall | Registered representative | CFA | Feb 2001 (25y) | |
| Shannon Borum Hughes | Registered representative | CFA | Aug 2002 (24y) | |
| Stacey Lynn Margolis | Registered representative | Sep 2003 (23y) | ||
| Ryon Hale Acey | Registered representative | CFA | May 2005 (21y) | |
| John Christopher Haberlin | Registered representative | CFA | Dec 2018 (8y) | |
| Justin Matthew Hildebrand | Registered representative | CFA | Dec 2018 (8y) | |
| Jason A. Bennett | Registered representative | Sep 2024 (2y) | ||
| Benjamin Gallik | Registered representative | CFA | Jul 2025 (1y) | |
| Jed F Miller | Registered representative | Aug 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Guardian Capital Llc | Member | Oct 2020 | A | 50% – 75% |
| Guardian Capital Group Limited | Direct Owner | Jun 2024 | B | ≈ 28.13% – 75% via Guardian Innovations Inc |
| Guardian Innovations Inc | Member | Jun 2024 | B | ≈ 37.5% – 75% via Guardian Capital Llc |
| Minic Investments Limited | Shareholder | Jan 2004 | B | ≈ 7.03% – 37.5% via Guardian Capital Group Limited |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Christodoulou, Andrew, Michael: 25% – 50% of Minic Investments Limited × 25% – 50% of Guardian Capital Group Limited × 75% – 100% of Guardian Innovations Inc × 75% – 100% of Guardian Capital Llc × 50% – 75% direct ≈ 1.76% – 18.75% of the firm
- Christodoulou, Nicholas: 25% – 50% of Minic Investments Limited × 25% – 50% of Guardian Capital Group Limited × 75% – 100% of Guardian Innovations Inc × 75% – 100% of Guardian Capital Llc × 50% – 75% direct ≈ 1.76% – 18.75% of the firm
- Christodoulou, Stephanie, Diana: 25% – 50% of Minic Investments Limited × 25% – 50% of Guardian Capital Group Limited × 75% – 100% of Guardian Innovations Inc × 75% – 100% of Guardian Capital Llc × 50% – 75% direct ≈ 1.76% – 18.75% of the firm
- Chryssafou Christodoulou, Dimitris Stavros: 25% – 50% of Minic Investments Limited × 25% – 50% of Guardian Capital Group Limited × 75% – 100% of Guardian Innovations Inc × 75% – 100% of Guardian Capital Llc × 50% – 75% direct ≈ 1.76% – 18.75% of the firm
- Guardian Capital Group Limited: 75% – 100% of Guardian Innovations Inc × 75% – 100% of Guardian Capital Llc × 50% – 75% direct ≈ 28.13% – 75% of the firm
- Guardian Innovations Inc: 75% – 100% of Guardian Capital Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Minic Investments Limited: 25% – 50% of Guardian Capital Group Limited × 75% – 100% of Guardian Innovations Inc × 75% – 100% of Guardian Capital Llc × 50% – 75% direct ≈ 7.03% – 37.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (6)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Defined Benefit Plan For Employees Of Catholic Social Services Of The Diocese Of Scranto | Catholic Social Services Of The Diocese Of Scranton, Inc. | 23 | $14.7M | 07/01/2024 |
| Plumbers & Steamfitters Local 43 Pension Fund | Plumbers & Steamfitters Local 43 Pension Fund | 697 | $153M | 07/01/2024 |
| Inland Pension Fund | Board Of Trustees Inland Pension Fund | 49 | $20.6M | 06/01/2024 |
| Oltmans Companies Profit Sharing Plan | Oltmans Companies | 143 | $92.8M | 04/01/2024 |
| Oge Energy Corp. Retirement Plan | Oge Energy Corp. | 730 | $281M | 01/01/2024 |
| St. Clair Hospital Retirement Plan | St. Clair Hospital | 1,429 | $190M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.78 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for investment companies
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Us Bancorp $4.5B (45% of AUM) Mar 2026
- BNY Mellon $1.1B (11% of AUM) Mar 2026
- Northern Trust $807M (11% of AUM) Jul 2023
- Wells Fargo $692M (11% of AUM) Aug 2018
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗