RIA Intel›Advisers›Florida›ANNIS GARDNER WHITING CAPITAL ADVISORS LLC

ANNIS GARDNER WHITING CAPITAL ADVISORS LLC

Advisory

N·TAMPA, FL

Data as of Mar 13, 2026 · Source: SEC Form ADV

Total AUM

$1.7B

1-Year AUM Growth

+28.7%

3-Year CAGR

-21.4%

Employees

14

Assets Under Management

Total AUM$1.7B

Discretionary AUM$1.4B

Non-Discretionary AUM$338M

Discretionary %80.4%

Total Clients166

Team

Total Employees14

Investment Advisers21

Employee Growth (1Y)0.0%

Private Funds

Number of Private Funds1

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record46

First FilingMay 21, 2009

Latest FilingMar 13, 2026

🔒 Full AUM trend chart and 46 historical filings spanning 17+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ANNIS GARDNER WHITING CAPITAL ADVISORS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.