Stephen Sloan
Arcus Capital Partners · Atlanta, Georgia
Stephen Sloan is a fee-only financial advisor at Arcus Capital Partners in Atlanta, Georgia. Arcus Capital Partners reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Arcus Capital Partners |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $2.51B across 1,667 accounts |
| SEC registration | Investment adviser representative in GA, LA, TX · CRD 426453 |
| Exams passed | Series 63 (1991) · Series 66 (2005) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.arcuscp.com |
How Stephen's firm compares
- Arcus Capital Partners's average account is about $1.5 million, from its Form ADV (assets managed divided by 1,667 accounts).
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Questions about Stephen
Is Stephen Sloan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Arcus Capital Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen's firm, Arcus Capital Partners, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Stephen Sloan based?
Stephen Sloan is based in Atlanta, Georgia.
Is Stephen Sloan registered with the SEC?
Yes. Stephen Sloan is registered as an investment adviser representative in GA, LA and TX (CRD 426453), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Arcus Capital Partners manage?
Arcus Capital Partners reports $2.51B across 1,667 accounts in assets under management.
How do I contact Stephen Sloan?
Through Stephen's website, www.arcuscp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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