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Terrance Brennan Agnew

Advisor at Agnew Capital Management LLC — Sierra Vista, AZ

Updated today

Credentials

Series 65

Experience

14 years

Location

Sierra Vista, AZ

Agnew Capital Management LLC logo

Agnew Capital Management LLC

Independent

Total advisors

1

Clients per advisor

20 Typical

Avg AUM per client

$154,102 Low

HNW client ratio

5% Low

About

Terrance Agnew is the sole advisor at Agnew Capital Management LLC in Sierra Vista, AZ. He holds a Series 65 credential and has 14 years of industry experience, including four years of service in the US Army. Agnew Capital Management provides ongoing portfolio management and investment consulting to individuals, high-net-worth clients, trusts, estates, corporations, investment companies, and other advisers. The firm serves a relatively small client base without an account minimum, employing fundamental, cyclical, and technical analysis across various trading strategies and maintaining a majority of assets non-discretionarily, which is notable for a firm of its size.

Client services

Based on Agnew Capital Management LLC

Portfolio management

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Fee options

Percentage

Less than $500,000 - $499,999: 0.75% $500,000+: Negotiable flat annual fee

Project-based

$50/hour for Investment Consulting Services

Location

Sierra Vista, AZ

Sierra Vista AZ

Advisors at this office

1

Most active in

Arizona

Work history

14 years of industry experience

US Army

2018 - 2022 • 4 years

Ft. Huachuca, AZ

Agnew Capital Management LLC

2012 - Present • 14 years

Sierra Vista, AZ

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Dallen H

CFP®, Series 65

Sierra Vista, AZ

Haws Financial Planning LLC

Dallen Haws is a CFP® with seven years of industry experience and serves as an advisor at Haws Financial Planning LLC since 2019. Prior to his current role, he held management responsibilities at Stronghold Steel, a rebar supply and fabrication company. He continues to be involved in managing operations at Stronghold Steel alongside his advisory work. Haws Financial Planning LLC provides wealth management and financial planning services primarily to individual clients. The firm emphasizes passive investment management using index funds and ETFs while integrating fundamental and technical analysis, and it coordinates tax and estate planning through affiliated professionals and third-party specialists.

Wealth management College savings (529s, UTMA, etc.) Debt management General estate planning guidance
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Darren H

Series 65

Sierra Vista, AZ

Haws Financial Planning LLC

Darren Haws is a Series 65-licensed financial advisor with six years of industry experience, operating through Haws Financial Planning LLC in Sierra Vista, AZ. He has a background spanning 18 years at a government agency and holds ownership stakes in several small local businesses unrelated to investments. Haws Financial Planning provides wealth management and financial planning services primarily to individual clients, focusing on portfolio management and comprehensive planning across retirement, tax, estate, and other areas. The firm emphasizes passive investment management using index funds and ETFs while incorporating fundamental and technical analysis, managing approximately $105 million on a discretionary basis as of July 2026.

Wealth management College savings (529s, UTMA, etc.) Debt management General estate planning guidance
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Alexander K

Series 66

Sierra Vista, AZ

Benjamin F. Edwards & Company, Inc.

Alexander Kjolsrud is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and eight years of industry experience. Prior to joining Benjamin F. Edwards in 2018, he worked at the Department of Defense for 14 years and has engaged in graduate studies since 2017. He also serves as a part-time instructor at The Catholic University of America, teaching an introduction to deductive logic. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser with over 500 advisors, serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of services including advisory programs, financial planning, retirement consulting, and investment management, employing both proprietary and third-party strategies.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Andrew K

Series 65, Series 66

Sierra Vista, AZ

Benjamin F. Edwards & Company, Inc.

Andrew Kjolsrud is a financial advisor with Benjamin F. Edwards & Company, Inc. in Sierra Vista, AZ. He holds Series 65 and Series 66 credentials and has 20 years of industry experience, including prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting with discretionary and non-discretionary managed solutions.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Francis D

Series 63, Series 65

Sierra Vista, AZ

First Command Advisory Services

Francis Desimone is a financial advisor with First Command Advisory Services holding Series 63 and Series 65 registrations and two years of industry experience. He has served in the United States Army and currently works as a Senior All-Source Intelligence Analyst with the Arizona National Guard. Desimone is also the owner and operator of Desimone Family Financial Services. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, focusing on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, with investment management conducted by a centralized team using preapproved model portfolios and third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
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Tait W

Series 66

Sierra Vista, AZ

Benjamin F. Edwards & Company, Inc.

Tait Wilcox is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining Benjamin F. Edwards, he worked at Castle and Cooke Arizona Inc. for nineteen years and spent time at Cochise College. Wilcox serves as a commissioner on the Planning and Zoning Commission of the City of Sierra Vista. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, and investment management consulting, combining proprietary strategies and third-party model portfolios with discretionary and non-discretionary solutions.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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