AGINCOURT CAPITAL MANAGEMENT, LLC

200 South 10th Street
Suite 800
Richmond, Virginia 23219
Tel: 804-648-1111

About AGINCOURT CAPITAL MANAGEMENT, LLC

AGINCOURT CAPITAL MANAGEMENT, LLC, formally registered with the SEC as AGINCOURT CAPITAL MANAGEMENT, LLC. The firm was established in 07/01/1999. They have over 1 offices throughout the country.

AGINCOURT CAPITAL MANAGEMENT, LLC is a Richmond, Virginia based Financial Planning firm with nearly $8,988,905,427 assets under management, offering retirement planning & investment advisory services to 396 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	112096
SEC#	801-56592
Assets Managed by Firm	$8,988,905,427
No. of Clients	396
No. of Advisors	17

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	396	$8,988,905,427
High net worth individuals	18	$61,371,876
Pension and profit sharing plans	12	$397,665,393
Charitable organizations	90	$1,184,014,085
Other investment advisers	8	$837,888,953
Corporations or other businesses	19	$707,557,658

More Retirement Planning firms in Richmond, Virginia:

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STRATEGIC INVESTMENT MANAGEMENT, LLC 1001 19th St. N.17th Fl. Arlington, VA, 22209-1722	$26,988,658,396	84	99
VEST FINANCIAL LLC 8350 Broad St, Suite 240 Mclean, VA, 22102-5150	$24,381,015,458	94	27
THOMPSON SIEGEL & WALMSLEY LLC 6641 West Broad Street, Suite 600 Richmond, VA, 23230	$20,812,400,000	4775	68

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