John C. Haberlin

AGINCOURT CAPITAL MANAGEMENT

Richmond, VA 23219

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CRD#: 4626076

Professional summary

John Christopher Haberlin is a registered financial advisor currently at AGINCOURT CAPITAL MANAGEMENT, LLC located in Richmond, Virginia.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. John has worked at 3 firms and has passed the Series 63, Series 65, Series 87, Series 86 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 John Christopher Haberlin'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 11, 2018 - Present

AGINCOURT CAPITAL MANAGEMENT, LLC

Office #1: 200 South 10th Street Suite 800, Richmond, VA 23219

RIA

CRD#: 112096

Richmond, VA

Past

January 23, 2006 - September 24, 2013

DAVENPORT & COMPANY LLC

RIA

CRD#: 1588

RICHMOND, VA

Past

January 23, 2006 - September 24, 2013

DAVENPORT & COMPANY LLC

CRD#: 1588

RICHMOND, VA

Past

November 17, 2003 - January 3, 2006

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

July 15, 2003 - January 3, 2006

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

RICHMOND, VA

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".

AGINCOURT CAPITAL MANAGEMENT, LLC

CRD#: 112096 / SEC#: 801-56592

RIA

Registered Investment Advisory firm - (7/1/1999 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

Virginia
(12/11/2018)

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

Series 63

Date: 7/14/2004

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/14/2003

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 87

Date: 5/25/2006

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 86

Date: 3/31/2006

Research Analyst Exam - Part I Analysis Module

General Industry/Product Exam

Series 7

Date: 11/14/2003

General Securities Representative Examination

Current Firm

AGINCOURT CAPITAL MANAGEMENT, LLC

CRD#: 112096 / SEC#: 801-56592

RIA

Registered Investment Advisory firm - (7/1/1999 Approved)

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Contact information

Main Address

200 South 10th Street Suite 800, Richmond, VA 23219

Mailing Address

Phone number

(804) 648-1111

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AGINCOURT ADV PART 2A (8/15/2025)

Regulatory assets under management

Total Number of Accounts	393
AUM (Assets Under Management)	$ 9,694,480,653

Red Flags

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

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John C. Haberlin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Christopher Haberlin's CRS (Customer Relationship Summary).

Certified licenses

Experience

DAVENPORT & COMPANY LLC

DAVENPORT & COMPANY LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

AGINCOURT CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/14/2004

Series 65

Date: 7/14/2003

Series 87

Date: 5/25/2006

Series 86

Date: 3/31/2006

Series 7

Date: 11/14/2003

Current Firm

AGINCOURT CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

AGINCOURT CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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