Stephen S. Sloan

ARCUS CAPITAL PARTNERS

Atlanta, GA 30305

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CRD#: 426453

Professional summary

Stephen Stehly Sloan is a registered financial advisor currently at ARCUS CAPITAL PARTNERS, LLC located in Atlanta, Georgia.

Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1972. Stephen has worked at 7 firms and has passed the Series 66, Series 63, Series 1 and Series 40 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 Stephen Stehly Sloan'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

March 10, 2005 - September 29, 2008

CREDIT SUISSE SECURITIES (USA) LLC

RIA

CRD#: 816

ATLANTA, GA

Past

January 22, 2004 - September 29, 2008

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

ATLANTA, GA

Past

April 30, 2001 - January 21, 2004

J.P. MORGAN SECURITIES INC.

CRD#: 18718

NEW YORK, NY

Past

June 29, 1989 - May 1, 2001

JPMSI

CRD#: 15733

NEW YORK, NY

Past

February 23, 1989 - July 3, 1989

LEHMAN BROTHERS INC.

CRD#: 7506

NEW YORK, NY

Past

December 10, 1975 - March 26, 1987

E. F. HUTTON & COMPANY INC

CRD#: 235

Past

May 18, 1972 - April 27, 1974

WHITE, WELD & CO. INCORPORATED

CRD#: 6802

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 66

Date: 3/9/2005

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/12/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 1

Date: 5/10/1972

Registered Representative Examination

Principal/Supervisory Exam

Series 40

Date: 10/23/1978

Registered Principal 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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Stephen S. Sloan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephen Stehly Sloan's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREDIT SUISSE SECURITIES (USA) LLC

CREDIT SUISSE SECURITIES (USA) LLC

J.P. MORGAN SECURITIES INC.

JPMSI

LEHMAN BROTHERS INC.

E. F. HUTTON & COMPANY INC

WHITE, WELD & CO. INCORPORATED

Primary Firm SEC Registration

ARCUS CAPITAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/9/2005

Series 63

Date: 6/12/1991

Series 1

Date: 5/10/1972

Series 40

Date: 10/23/1978

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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