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CWC ADVISORS, LLC

dba CWC ADVISORS, LLC · CRD 127739 · Registered Investment Adviser

Custody via related personManages private funds

CWC ADVISORS, LLC is a Registered Investment Adviser headquartered in LAKE OSWEGO, OR. The firm reports $445,346,348 in regulatory assets under management across 1,189 accounts, and manages 1 private fund(s). It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$436,514,196
Non-discretionary$8,832,152
Total RAUM$445,346,348
Accounts1,189

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 127739. adviserinfo.sec.gov/firm/summary/127739.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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