Steven C. Edwards

ARCUS CAPITAL PARTNERS

Atlanta, GA 30305

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CRD#: 2469795

Professional summary

Steven Christopher Edwards is a registered financial advisor currently at ARCUS CAPITAL PARTNERS, LLC located in Atlanta, Georgia.

Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Steven has worked at 5 firms and has passed the Series 65, Series 63, Series 3 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Christopher Edwards's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

December 15, 2008 - Present

ARCUS CAPITAL PARTNERS, LLC

Office #1: 3060 Peachtree Road N.w. Suite 1880, Atlanta, GA 30305

RIA

CRD#: 147346

Atlanta, GA

Past

January 17, 2003 - September 29, 2008

CREDIT SUISSE SECURITIES (USA) LLC

RIA

CRD#: 816

ATLANTA, GA

Past

January 17, 2003 - September 29, 2008

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

ATLANTA, GA

Past

July 26, 2002 - January 17, 2003

PERSHING LLC

RIA

CRD#: 7560

ATLANTA, GA

Past

February 27, 2001 - January 17, 2003

PERSHING LLC

CRD#: 7560

JERSEY CITY, NJ

Past

February 6, 1998 - March 6, 2001

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

Past

June 10, 1997 - September 9, 1997

INVESCO CAPITAL MARKETS, INC.

CRD#: 6939

HOUSTON, TX

Past

July 27, 1994 - February 19, 1997

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ARCUS CAPITAL PARTNERS, LLC

ARCUS CAPITAL MANAGEMENT, LLC | ARCUS CAPITAL PARTNERS, LLC

CRD#: 147346 / SEC#: 801-69325

RIA

Registered Investment Advisory firm - (6/19/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Georgia
(12/15/2008)

IAR

Louisiana
(10/11/2018)

IAR

Texas
(10/10/2018)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/7/1995

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/3/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 3

Date: 11/5/1998

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 7/18/1994

General Securities Representative Examination

Current Firm

ARCUS CAPITAL PARTNERS, LLC

ARCUS CAPITAL MANAGEMENT, LLC | ARCUS CAPITAL PARTNERS, LLC

CRD#: 147346 / SEC#: 801-69325

RIA

Registered Investment Advisory firm - (6/19/2008 Approved)

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Contact information

Main Address

3060 Peachtree Road N.w. Suite 1880, Atlanta, GA 30305

Mailing Address

3060 Peachtree Road N.w. Suite 1880, Atlanta, GA 30305

Phone number

(404) 949-2111

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025 ARCUS FORM ADV PART 2 (10/10/2025)

ADV PART 2A - ARCUS FOUNDATION MANAGEMENT DEC 2024 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,566
AUM (Assets Under Management)	$ 2,122,557,796

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Steven C. Edwards

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Steven Christopher Edwards's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREDIT SUISSE SECURITIES (USA) LLC

CREDIT SUISSE SECURITIES (USA) LLC

PERSHING LLC

PERSHING LLC

MORGAN STANLEY & CO. LLC

INVESCO CAPITAL MARKETS, INC.

MORGAN STANLEY & CO. LLC

Primary Firm SEC Registration

ARCUS CAPITAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/7/1995

Series 63

Date: 8/3/1994

Series 3

Date: 11/5/1998

Series 7

Date: 7/18/1994

Current Firm

ARCUS CAPITAL PARTNERS, LLC

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ARCUS CAPITAL PARTNERS, LLC

TRUST BUT VERIFY

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