Awm Capital, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Phoenix, AZ. Its latest Form ADV filing, dated March 13, 2026, reports $1.5B in regulatory assets under management, 38 employees, 5 offices, and 2,885 accounts.
Assets Under Management
$1.5B
Employees
38
Offices
5 offices
Total Clients
467
Primary office
PHOENIX, AZ
1 N. 1ST STREET, SUITE 525, PHOENIX, AZ, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.5% of total clients.
Top client categories% of clientsClients
1
HNWI
50.5%
236
2
Individuals
46.9%
219
3
Pooled Investment Vehicles
2.6%
12
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of March 13, 2026
Discretionary100.0%
$1.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.5B
Total Accounts2,885
10Y AUM Change+$1.4B (+1254.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees38
Clients per Employee12:1
10Y Employee Change+31 (+442.9%)
* 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.