AGW Capital Advisors Employee Directory

Investment ManagementFlorida, United States11-50 Employees

AGW Capital Advisors is an independent capital advisory firm operating within the investment management industry, based in Tampa, Florida. It emphasizes a transparent, comprehensive approach to helping clients meet their financial needs and navigate future challenges, drawing on eight decades of collective wisdom. The firm functions as a small to mid-sized practice.

Its client-centric philosophy centers on investing in people and aligning with their goals, standards, and expectations to foster confidence in financial decisions. A social disclosure accompanying the information notes that it does not constitute an offer to provide advisory services or to solicit securities.

Find AGW Capital Advisors employees' phone numbers or email addresses

AGW Capital Advisors Global Highlights

Location
Employees

North America
24

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  • United States Of America
    24

AGW Capital Advisors's Leadership

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    P. W.
    Chief Financial Officer
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    K. B.
    Director Of Client Relations
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  • Stylized image of a person
    L. R.
    Director Of Operations
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    S. H.
    Controller
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    I. S.
    Senior Investment Analyst
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    J. A.
    Principal
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    P. J. G.
    Principal
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  • Stylized image of a person
    P. W.
    Principal
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AGW Capital Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Consultant

Contact profiles from AGW Capital Advisors

Name
Title
Contact Info
Location
Last Update
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    P. W.
    Chief Financial Officer
    Phone icon
    Jun 08, 2026
  • Stylized image of a person
    K. B.
    Director Of Client Relations
    Phone icon
    United StatesFlorida
    May 04, 2026
  • Stylized image of a person
    L. R.
    Director Of Operations
    Phone icon
    United StatesFlorida
  • Stylized image of a person
    S. H.
    Controller
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    Oct 23, 2024
  • Stylized image of a person
    I. S.
    Senior Investment Analyst
    Phone icon
    United StatesFlorida
    Apr 15, 2026
  • Stylized image of a person
    J. A.
    Principal
    Phone icon
    United StatesFlorida
    Jun 08, 2026
  • Stylized image of a person
    P. J. G.
    Principal
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    Dec 29, 2025
  • Stylized image of a person
    P. W.
    Principal
    Phone icon
    United StatesFlorida
    Jun 08, 2026
  • Stylized image of a person
    R. T.
    Advisor
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    United StatesFlorida
    Jun 25, 2026
  • Stylized image of a person
    C. B.
    Finacial Analyst Intern
    Phone icon
    United StatesFlorida
    Apr 06, 2026

Frequently Asked Questions

What is AGW Capital Advisors known for?

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AGW Capital Advisors was founded in 2009 operates in the Investment Management industry. The company's main headquarters is located in 511 West Bay Street Suite 310 Tampa, Florida 33606 United States; you can contact the main corporate office by phone at . Explore AGW Capital Advisors's company overview page for more information.

What is AGW Capital Advisors's most common email format?

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AGW Capital Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more AGW Capital Advisors email formats with LeadIQ.

How many employees does AGW Capital Advisors have currently?

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AGW Capital Advisors has approximately 21 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are AGW Capital Advisors's key employees and leadership?

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As of June 2026, AGW Capital Advisors's key employees include:

  • Chief Financial Officer: P. W.
  • Director Of Client Relations: K. B.
  • Director Of Operations: L. R.
  • Controller: S. H.
  • Senior Investment Analyst: I. S.

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