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James Lowndes Robbins

Agw Capital Advisors

Tampa, FL

CRD 7031027

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Employer firm

Agw Capital Advisors CRD 150570

$1.73B regulatory AUM 16 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Agw Capital Advisors

511 W. Bay Street Suite 310, Tampa, FL 33606 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2019-01-15
  • FL RA
    APPROVED
    Since 2019-01-15

Branch Locations

511 W. Bay Street Suite 310, Tampa, FL 33606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Agw Capital Advisors Tampa FL 06/2018 Present
Agw Capital Advisors Tampa FL 06/2018 12/2022
Regions Bank Dallas TX 06/2016 05/2018
Agw Capital Advisors Tampa FL 01/2023 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-30
  • S65 Uniform Investment Adviser Law Examination
    2018-11-30
Other Names
  • James Robbins

View on SEC IAPD

Nearby Firms

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Nearby Investors

PETER CASEY GAYLE
John Luke Robinson
MICHAEL MOFFA

Nearby Offices

STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL
INDEPENDENT ADVISOR ALLIANCE, LLC · Tampa, FL
UNITED CAPITAL FINANCIAL ADVISORS · TAMPA, FL

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