CWC ADVISORS, LLC

RIASEC RegisteredEst. 2003

Total AUM

$445M

Discretionary

$437M

98% of AUM

Avg account

$375K

Accounts

1,189

Employees

9

Advisory reps

5

Firm details

Headquarters: LAKE OSWEGO, Oregon
CRD number: 127739
Registered since: October 2, 2003
Website: www.cwcadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: Charitable Organizations46.33%
HNWI44.85%
Pooled Investment Vehicles8.81%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

CWC Advisors, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2003. The firm serves a mix of individuals, families and institutional clients, offering financial planning and portfolio management for individuals, small businesses and pooled investment vehicles. Its advisory billing mixes percentage-of-AUM fees with flat fees. CWC is not positioned as an outside capital allocator and does not characterize itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities54%
Cash & Cash Equivalents23%
Public Funds/Mutual Funds12%
Private Funds10%
US Government Bonds1%

Owners & executives

1 of 1

THANE CLELAND
Chief Executive Officer and Chief Investment OfficerCRD 1788286

Contacts

3 of 4

ERIK OGARD
Investment ConsultantCRD 2316458
BRYAN WIEPERT
FounderCRD 4143203
JEFFREY HUSSEY
Wealth ManagerCRD 4566370

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 94

Active vs passive

$169M in ETFs

Passive

80%

$136M

Active

19%

$33.4M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD ULTRA-SHORT BOND ETF (VUSB)	Vanguard	Active	Ultrashort Bond	$11.7M	234,837	6.90%

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Primary office

LAKE OSWEGO, OR

CLACKAMAS

Location

LAKE OSWEGO, OR

Headquartered in LAKE OSWEGO, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area: Portland-Vancouver-Salem, OR-WA
Region: West
County: CLACKAMAS
Address: 5800 Meadows Rd
Time zone: PT (UTC-8)
Office locations

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