Mws Capital Consultants LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated February 18, 2026, reports $194M in regulatory assets under management, 3 employees, 1 office, and 449 accounts.
Assets Under Management
$194M
Employees
3
Offices
1 office
Total Clients
142
Primary office
CHICAGO, IL
750 NORTH STATE STREET, 7TH FLOOR, CHICAGO, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 45.8% of total clients.
Top client categories% of clientsClients
1
Individuals
45.8%
65
2
HNWI
41.5%
59
3
Pension Plans
8.5%
12
4
Corporations
4.2%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$194Mas of February 18, 2026
Discretionary96.0%
$186M
96% of total RAUM96.0%
Non-discretionary4.0%
$8M
4% of total RAUM4.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$194M
Total Accounts449
10Y AUM Change+$78M (+68.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee47:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.