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Jason A. Bennett

Agincourt Capital Management, LLC

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About Jason A. Bennett

Jason A. Bennett is a registered investment advisor representative with Agincourt Capital Management, LLC. Jason has been in the industry since July 2007 and has worked for both BlackRock and Agincourt Capital Management, LLC. Jason holds the Series 65 license and specializes in portfolio management for individuals, investment companies and businesses.

Firm Information

Jason Bennett is currently registered with Agincourt Capital Management, LLC. Agincourt Capital Management, LLC is an investment advisor registered with the SEC and based in Richmond, Virginia. They provide portfolio management services to a variety of clients, including insurance companies, investment companies, charitable organizations, high-net-worth individuals, other investment advisors, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities. As of their latest reporting, the firm manages over $8.9 billion in assets.
Agincourt Capital Management, LLC

200 SOUTH 10TH STREET

RICHMOND, VA 23219

$8.99B

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jason Bennett’s Registration & Firm History

VA

09/24/2024 - Present

Agincourt Capital Management, LLC (RICHMOND VA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason A. Bennett.
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