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Matt Brett Bailey

Arcus Capital Partners, LLC

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About Matt Brett Bailey

Matt Brett Bailey is a financial advisor registered with Arcus Capital Partners, LLC in Atlanta, Georgia. Matt has been in the industry since 2009 and has a Series 7 and Series 66 license. Matt also holds the designation of Chartered Financial Analyst. Matt has experience working with high-net-worth individuals, charitable organizations, corporations or other businesses, pooled investment vehicles, and pension and profit-sharing plans. Matt previously worked at TD Ameritrade, Inc., and Fidelity Brokerage Services LLC.

Firm Information

Matt Bailey is currently registered with Arcus Capital Partners, LLC. Arcus Capital Partners, LLC is an investment advisor based in Atlanta, Georgia, with approximately $2.35 billion in regulatory assets under management. The firm provides portfolio management services to individuals, businesses, pooled investment vehicles, and charitable organizations. They also select other advisors for their clients.
Arcus Capital Partners, LLC

3060 PEACHTREE ROAD N.W.

ATLANTA, GA 30305

$2.35B

Assets Under Management

Not reported

Total Clients

6

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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selection of other advisors

Helps you choose top advisors aligned with your 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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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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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other

General partner profits allocation & earned/carried interest

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Matt Bailey’s Registration & Firm History

GA

01/26/2021 - Present

Arcus Capital Partners, LLC (ATLANTA GA)

GA

03/05/2013 - 03/20/2013

TD AMERITRADE, INC. (ALPHARETTA GA)

GA

10/06/2009 - 01/14/2013

FIDELITY BROKERAGE SERVICES LLC (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 11/19/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/05/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matt Brett Bailey.
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