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Robert E. O'quinn

ARCUS CAPITAL PARTNERS
Jacksonville, FL 32202
Some features on this profile are disabled
CRD#: 6074316
RO

Professional summary

Robert Earl O'quinn, CFP®, who also goes by Robert Earl Oquinn, is a registered financial advisor currently at ARCUS CAPITAL PARTNERS, LLC located in Jacksonville, Florida.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Robert has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Robert Earl Oquinn

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 Robert Earl O'quinn'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®
CFP®

Certified Financial Planner

Experience

Current

August 6, 2019 - Present

ARCUS CAPITAL PARTNERS, LLC

Office #1: One Independent Drive Independent Sq.- 30th Floor, Jacksonville, FL 32202
RIA
CRD#: 147346
Jacksonville, FL
Past

July 13, 2018 - March 3, 2025

SCHARF INVESTMENTS, LLC

RIA
CRD#: 105508
Jacksonville, FL
Past

May 13, 2015 - February 8, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
JACKSONVILLE, FL
Past

May 8, 2015 - February 8, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
JACKSONVILLE, FL
Past

May 31, 2013 - April 14, 2015

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
JACKSONVILLE, FL
Past

May 28, 2013 - April 13, 2015

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
JACKSONVILLE, FL
Past

August 9, 2012 - May 10, 2013

EDWARD JONES

RIA
CRD#: 250
FLEMING ISLAND, FL
Past

July 20, 2012 - May 10, 2013

EDWARD JONES

BD
CRD#: 250
FLEMING ISLAND, FL

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".
AC
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
Florida
(8/6/2019)
IAR
Texas
(7/17/2023)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 8/8/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/8/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/19/2012
General Securities Representative Examination

Current Firm

AC
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
13

SEC notice filing (40 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

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 Accounts1,566
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.

Company Information

ARCUS CAPITAL PARTNERS, LLC

CRD#: 147346Jacksonville, FL 32202

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