LAKE OSWEGO, ORCRD 127739Latest ADV April 14, 2026
Cwc Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lake Oswego, OR. Its latest Form ADV filing, dated April 14, 2026, reports $445M in regulatory assets under management, 9 employees, 2 offices, and 1,189 accounts.
Assets Under Management
$445M
Employees
9
Offices
2 offices
Total Clients
232
Primary office
LAKE OSWEGO, OR
5800 MEADOWS ROAD, SUITE 230, LAKE OSWEGO, OR, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 99.6% of total clients.
Top client categories% of clientsClients
1
HNWI
99.6%
231
2
Pooled Investment Vehicles
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$445Mas of April 14, 2026
Discretionary98.0%
$437M
98% of total RAUM98.0%
Non-discretionary2.0%
$9M
2% of total RAUM2.0%
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$445M
Total Accounts1,189
10Y AUM Change+$337M (+310.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee26:1
10Y Employee Change+2 (+28.6%)
* 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.