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AGW Capital Advisors
AGW Capital Advisors is an SEC-registered investment adviser in Tampa, FL, registered since 2009. The firm manages $1.7 billion in assets, with $1.4 billion on...
AGW Capital Advisors
AGW Capital Advisors is an SEC-registered investment adviser in Tampa, FL, registered since 2009. The firm manages $1.7 billion in assets, with $1.4 billion on a discretionary basis. AGW has 21 staff and 14 investment advisers.
General information
Firm type
Multi Family Office
Year founded
2009
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Tampa
Corporate office
Tampa, FL, United States
Principals
Andrew G. Wozniak
Founder
Frequently asked questions
Who runs investment decisions at AGW Capital Advisors?
Andrew G. Wozniak founded the firm and leads the investment committee. The firm operates with a centralized decision-making process for asset allocation and manager selection rather than distributing authority across a large team of sector specialists.
Is AGW Capital Advisors a single-family office or does it serve multiple families?
AGW is a multi-family office and registered investment advisor. It serves multiple high-net-worth families who pool access to the firm's investment infrastructure, rather than being a dedicated office for a single fortune.
Does AGW participate in fund commitments or only direct deals?
AGW sources private market exposure primarily through fund commitments to institutional managers. The firm does not maintain a dedicated direct investment sourcing team, though it may evaluate co-investment opportunities presented by its general partner relationships.
What is AGW Capital Advisors' known posture on co-investments alongside external GPs?
The firm evaluates co-investment opportunities on a select basis when offered by existing manager relationships but does not run a formal direct investment program. Its primary vehicle for private market exposure remains commingled fund commitments.
How does AGW Capital Advisors source its clients?
Client acquisition has historically been relationship-driven, concentrated in the Tampa Bay area and Florida's Gulf Coast, where significant wealth migration from the Northeast and Midwest has created a growing base of high-net-worth families seeking local, independent advisory relationships.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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