Cwa Asset Management Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Naples, FL. Its latest Form ADV filing, dated April 16, 2026, reports $4.5B in regulatory assets under management, 67 employees, 4 offices, and 5,041 accounts.
Assets Under Management
$4.5B
Employees
67
Offices
4 offices
Total Clients
1,976
Primary office
NAPLES, FL
9130 GALLERIA COURT, THIRD FLOOR, NAPLES, FL, United States
Top client segmentIndividuals represent 48.2% of total clients.
Top client categories% of clientsClients
1
Individuals
48.2%
952
2
HNWI
46.7%
923
3
Corporations
2.2%
43
4
Pension Plans
2.0%
40
5
Charitable
0.8%
15
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$4.5Bas of April 16, 2026
Discretionary94.6%
$4.3B
95% of total RAUM94.6%
Non-discretionary5.4%
$244M
5% of total RAUM5.4%
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.
Total AUM$4.5B
Total Accounts5,041
10Y AUM Change+$3.8B (+529.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees67
Clients per Employee29:1
10Y Employee Change+42 (+168.0%)
* 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.