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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 $7,392,877,103 assets under management, offering retirement planning & investment advisory services to 391 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 112096 |
| SEC# | 801-56592 |
| Assets Managed by Firm | $7,392,877,103 |
| No. of Clients | 391 |
| No. of Advisors | 18 |
Fee Structure
- A Percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 391 | $7,392,877,103 |
| High net worth individuals | 17 | $56,552,807 |
| Pension and profit sharing plans | 13 | $474,256,671 |
| Charitable organizations | 89 | $1,090,086,946 |
| Other investment advisers | 8 | $968,380,470 |
| Corporations or other businesses | 20 | $682,781,337 |
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