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William Monroe Armes

Agincourt Capital Management, LLC

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About William Monroe Armes

William Monroe Armes is a financial advisor with over 20 years of experience in the industry. He holds a Series 7, Series 63, and Series 65 license and is a Chartered Financial Analyst. William is currently registered with Agincourt Capital Management, LLC in Richmond, Virginia. William's previous employment includes Salomon Brothers Inc. in New York, NY. William specializes in Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for Investment Companies.

Firm Information

William Armes 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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William Armes’s Registration & Firm History

VA

09/23/1999 - Present

Agincourt Capital Management, LLC (RICHMOND VA)

NY

10/13/1993 - 01/23/1997

SALOMON BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 03/07/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/22/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/12/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Monroe Armes.
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