OCEAN PINES, MDCRD 299923Latest ADV April 29, 2026
Cwm Advisory, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ocean Pines, MD. Its latest Form ADV filing, dated April 29, 2026, reports $101M in regulatory assets under management, 6 employees, 1 office, and 559 accounts.
Assets Under Management
$101M
Employees
6
Offices
1 office
Total Clients
248
Primary office
OCEAN PINES, MD
11202 RACETRACK ROAD, STE 102, OCEAN PINES, MD, United States
Top client segmentIndividuals represent 84.3% of total clients.
Top client categories% of clientsClients
1
Individuals
84.3%
209
2
HNWI
13.7%
34
3
Pension Plans
2.0%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$101Mas of April 29, 2026
Discretionary99.2%
$100M
99% of total RAUM99.2%
Non-discretionary0.8%
$843K
1% of total RAUM0.8%
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$101M
Total Accounts559
10Y AUM Change$0 (0.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee41:1
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.