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Stephen Stehly Sloan

Arcus Capital Partners, LLC

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About Stephen Stehly Sloan

Stephen Stehly Sloan has been a registered investment advisor since 1972, with prior experience at firms such as Credit Suisse Securities (USA) LLC, J.P. Morgan Securities Inc., Shearson Lehman Hutton Inc., E. F. Hutton & Company Inc., and White, Weld & Co. Incorporated. Sloan is currently registered with Arcus Capital Partners, LLC, specializing in Portfolio Management for Individuals, Portfolio Management for Businesses, and Portfolio Management for Pooled Investment Vehicles.

Firm Information

Stephen Sloan 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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Stephen Sloan’s Registration & Firm History

GA

10/10/2018 - Present

Arcus Capital Partners, LLC (ATLANTA GA)

GA

01/22/2004 - 09/29/2008

CREDIT SUISSE SECURITIES (USA) LLC (ATLANTA GA)

NY

04/30/2001 - 01/21/2004

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

06/29/1989 - 05/01/2001

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

02/23/1989 - 07/03/1989

SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)

NA

12/10/1975 - 03/26/1987

E. F. HUTTON & COMPANY INC

NA

05/18/1972 - 04/27/1974

WHITE, WELD & CO. INCORPORATED

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Licenses & Designations

BOTH

Issued 03/09/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/12/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/23/1978

Series 40 - Registered Principal Examination

BC

Issued 05/10/1972

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Stehly Sloan.
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