AWM Capital, LLC

RIASEC Registered

Total AUM

$1.5B

Discretionary

$1.5B

100% of AUM

Avg account

$516K

Accounts

2,885

Employees

Advisory reps

Firm details

Headquarters: Phoenix, Arizona
CRD number: 287980
Registered since: December 3, 2018
Website: athletefamilyoffice.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI87.02%
Pooled Investment Vehicles7.44%
Individuals5.05%
Charitable Organizations0.42%
Pension & Profit Sharing Plans0.07%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

AWM Capital, LLC is an independent, owner-operated registered investment adviser that registered with the SEC in 2018. The firm positions itself as a capital allocator serving both individual/family and institutional clients. Core advisory services include financial planning and portfolio management for individuals, small businesses and pooled investment vehicles; the firm also functions as a sponsor and general partner or managing member of pooled funds it advises. AWM combines advisory work with related business activities—insurance brokerage and accounting—and bills clients via a mix of percentage-of-AUM, hourly and fixed fees. The firm does not identify as an active ESG investor.