KALAMAZOO, MICRD 297000Latest ADV February 11, 2026
Cws Financial Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Kalamazoo, MI. Its latest Form ADV filing, dated February 11, 2026, reports $1.3B in regulatory assets under management, 12 employees, 1 office, and 2,156 accounts.
Assets Under Management
$1.3B
Employees
12
Offices
1 office
Total Clients
807
Primary office
KALAMAZOO, MI
405 WEST MICHIGAN AVENUE, SUITE 110, KALAMAZOO, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 52.2% of total clients.
Top client categories% of clientsClients
1
Individuals
52.2%
421
2
HNWI
47.2%
381
3
Charitable
0.6%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of February 11, 2026
Discretionary99.6%
$1.3B
100% of total RAUM99.6%
Non-discretionary0.4%
$5M
0% of total RAUM0.4%
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$1.3B
Total Accounts2,156
10Y AUM Change+$1.3B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee67:1
10Y Employee Change+5 (+71.4%)
* 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.