AWM CAPITAL, LLC

Overview

AWM Capital, LLC is an independent registered investment adviser formed in 2018 that acts as a capital allocator for both individual/family and institutional clients. The firm combines financial planning and portfolio management for individuals, small businesses and pooled investment vehicles with ancillary business activities as an insurance broker and accountant. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee options. AWM Capital also sponsors and serves as GP/managing member for pooled vehicles, and it runs private funds in addition to allocating to external managers. The firm’s regulatory filings indicate it does not position itself as an ESG investor and is not identified on the ADV as a multi-state adviser, even though its office footprint spans multiple states. It pursues both discretionary portfolio management and advisory relationships that incorporate third-party alternative managers as well as proprietary private funds.

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Public Holdings

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Location & Offices