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They include 92 high-net-worth individuals, 35 individual clients and 6 charitable organizations.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 13 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Annis Gardner Whiting Capital Advisors offer?","answer":"Annis Gardner Whiting Capital Advisors provides portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Annis Gardner Whiting Capital Advisors charge?","answer":"Annis Gardner Whiting Capital Advisors charges up to 1.00% for its Investment Management and Consulting Services. The brochure does not state whether the rate is annual. The fee is billed in advance or in arrears and is negotiable.","source":"ADV PART 2 DISCLOSURE BROCHURE, filed 13 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Annis Gardner Whiting Capital Advisors use?","answer":"Annis Gardner Whiting Capital Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $1.42B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 13 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Annis Gardner Whiting Capital Advisors have?","answer":"Annis Gardner Whiting Capital Advisors has 15 investment adviser representatives registered with state securities authorities, out of 21 employees, and 14 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Annis Gardner Whiting Capital Advisors invest in?","answer":"At the end of its last fiscal year, Annis Gardner Whiting Capital Advisors’ separately managed accounts held 70% registered funds (mutual funds, ETFs, BDCs), 14% pooled vehicles (private funds and similar), 7% exchange-traded equities, 4% investment grade corporate bonds, 3% state and local bonds and 2% cash and equivalents. It advises 1 private fund.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Annis Gardner Whiting Capital Advisors?","answer":"Annis Gardner Whiting Capital Advisors’ direct owners are Peter Gardner, Jeffrey Annis and Paul Whiting, each holding 50% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 13 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Annis Gardner Whiting Capital Advisors get paid?","answer":"Annis Gardner Whiting Capital Advisors is paid through a percentage of assets under management, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Annis Gardner Whiting Capital Advisors registered with the SEC?","answer":"Yes, Annis Gardner Whiting Capital Advisors has been registered with the SEC as an investment adviser since 1 June 2009. Its CRD number is 150570 and its SEC file number is 801-70256.","source":"Form ADV Part 1A, Item 1, filed 13 March 2026; IAPD firm record","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Annis Gardner Whiting Capital Advisors?","answer":"Annis Gardner Whiting Capital Advisors’ main office is at 511 W. Bay Street, Suite 310, Tampa, FL 33606. Its phone number is 813-254-4700. 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