CWM ADVISORY, LLC

RIASEC RegisteredEst. 2026

Total AUM

$101M

Discretionary

$100M

99% of AUM

Avg account

$181K

Accounts

559

Employees

6

Advisory reps

3

Firm details

Headquarters: OCEAN PINES, Maryland
CRD number: 299923
Registered since: March 6, 2026
Website: mycwmanagement.com
Custodians: SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI60.28%
Individuals39.72%
Services: Financial PlanningPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

CWM Advisory, LLC is an independent, individually owned registered investment adviser. The firm is shown as SEC-registered in 2026 and describes itself as a capital allocator serving both individual & family and institutional clients. Its fee model combines a percentage-of-AUM component with fixed fees. Advisory capabilities listed include financial planning, pension consulting, and the selection of other advisers. The firm is not identified as an active ESG investor and is not flagged as a multistate or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

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

Public Funds/Mutual Funds62%
Exchange Traded Equities37%
Sovereign Bonds1%
Cash & Cash Equivalents1%

Contacts

3 of 3

Jordan Talbert
AssociateCRD 7894475
HAROLD CARMEAN
President & PartnerCRD 3201337
Tristan Jacobi
Vice President, PartnerCRD 7027883

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

OCEAN PINES, MD

WORCESTER

Location

OCEAN PINES, MD

Headquartered in OCEAN PINES, MD, anchoring the Salisbury-Cambridge, MD-DE metro in the South.

Metro area: Salisbury-Cambridge, MD-DE
Region: South
County: WORCESTER
Address: 11202 Racetrack Rd
Time zone: ET (UTC-5)
Office locations

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