CWR Capital Management LLC

Overview

CWR Capital Management LLC is an independent, owner-operated RIA organized as an LLC that focuses on individual and family clients. The firm’s advisory work centers on financial planning and portfolio management for individuals and small businesses, and its regulatory filing also identifies accounting as a core business activity. Services are delivered on a fixed-fee basis rather than an asset-based or performance fee schedule. The firm does not present itself as a multi-state adviser or an active ESG investor, and it is not described as a capital allocator or pension consultant in the available record. The combination of accounting and advisory activities suggests a practice oriented toward integrated financial planning and bookkeeping/tax-aware advice, rather than larger institutional or alternative-asset management.

Assets & Accounts

Investments & Alternatives