# ANNIS GARDNER WHITING CAPITAL ADVISORS LLC

ANNIS GARDNER WHITING CAPITAL ADVISORS LLC of TAMPA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 150570
- Type: SEC-registered investment adviser
- SEC file number: 801-70256
- Location: 511 W. BAY STREET, SUITE 310, TAMPA, FL, 33606
- Phone: 813-254-4700
- Latest filing: 2026-03-13
- Regulatory AUM: $1.7B
- Discretionary AUM: $1.4B
- Non-discretionary AUM: $338.0M
- Clients: 21
- Accounts: 2,044

## Business model

- Compensation: % of AUM, Fixed, Other
- Clients served: High net worth, Pooled vehicles, Pensions, Charities, Investment cos, Other

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey Stuart Annis | MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| Peter Justin Gardner | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | — |
| Paul Leo Whiting | MANAGING MEMBER | — |
| Shannon L Holthaus | CHIEF FINANCIAL OFFICER | — |
| Jessica J Roeper | CHIEF COMPLIANCE OFFICER | — |
| WHITING PAUL LEO | CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER; MANAGING MEMBER AND CHIEF FINANCIAL OFFICER; MANAGING MEMBER, CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | — |
| ANNIS JEFFREY STUART | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| GARDNER PETER JUSTIN | MANAGING MEMBER, CHIEF INVESTMENT OFFICER | — |
| WHITING PAUL L | CHIEF FINANCIAL OFFICER, CHIEF OPERATING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150570/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150570/similar
- Related entities: https://search.stillhousedata.com/firm/150570/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150570

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.