Arcus Capital Partners, Llc
- Regulatory AUM
- $2.5B
- Discretionary
- $2.3B
- Clients
- 467
- Avg AUM / client
- $5.4M
- Accounts
- 1,667
- Employees
- 15
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 46 | $15.0M | 0.6% |
| High net worth individuals | 401 | $1.8B | 72.2% |
| Pooled investment vehicles (non-investment companies) | 3 | $18.1M | 0.72% |
| Pension and profit sharing plans | Fewer than 5 clients | $23.9K | 0.0% |
| Charitable organizations | Fewer than 5 clients | $213M | 8.49% |
| Corporations and other businesses | 17 | $452M | 18.0% |
Private funds (2)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $1.3M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Arcus Elbrus #179, Llc | Other Private Fund | Georgia | $832K | 10 |
| Arcus Absolute Return Fund, Lp | Other Private Fund | Georgia | $505K | 10 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Singletary, Sally, Haskell | Limited Partner | Sep 2008 (18y) | ≈ 12.5% – 37.5% via Chestnut Street Partners, Lp | |
| Stephen Stehly Sloan | Limited Partner | Sep 2008 (18y) | ≈ 18.75% – 50% via Diersol, Lp | |
| Steven Christopher Edwards | Limited Partner | Sep 2008 (18y) | ≈ 18.75% – 50% via Nyccc, Lp | |
| William Ross Singletary | Limited Partner | Sep 2008 (18y) | ≈ 12.5% – 37.5% via Chestnut Street Partners, Lp | |
| Mandt, Adrienne, Burnett | Chief Compliance Officer | Jan 2015 (12y) | Less than 5% | |
| Matt Brett Bailey | Registered representative | CFA | Jan 2021 (6y) | |
| Laura Ireland Stiles | Registered representative | CFP | Jun 2023 (3y) | |
| Jon Gabriel Lontai | Registered representative | Jan 2026 (1y) | ||
| Stephan Richard Szilvasi | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Chestnut Street Partners, Lp | Member | Sep 2008 | A | 25% – 50% |
| Nyccc, Lp | Member | Sep 2008 | A | 25% – 50% |
| Diersol, Lp | Member | Sep 2008 | A | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Singletary, Sally, Haskell: 50% – 75% of Chestnut Street Partners, Lp × 25% – 50% direct ≈ 12.5% – 37.5% of the firm
- Stephen Stehly Sloan: 75% – 100% of Diersol, Lp × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Steven Christopher Edwards: 75% – 100% of Nyccc, Lp × 25% – 50% direct ≈ 18.75% – 50% of the firm
- William Ross Singletary: 50% – 75% of Chestnut Street Partners, Lp × 25% – 50% direct ≈ 12.5% – 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.
Private funds (2, $1.3M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Arcus Elbrus #179, Llc | Other Private Fund | $832K | $100K | 10 |
| Arcus Absolute Return Fund, Lp | Other Private Fund | $505K | $500K | 10 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 1.33 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
- • Fixed fees
- • Performance-based fees
- • Other fees
- • GENERAL PARTNER PROFITS ALLOCATION & EARNED/CARRIED INTEREST
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $1.3B (51% of AUM) Mar 2026
- National Financial Services (Fidelity) $481M (19% of AUM) Mar 2026
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) ↗