Cwa Asset Management Group

Firm record

As recorded in SEC IAPD

Firm CRD

158940

SEC number

801-79715

Firm type

RIA

Assets under management

$4.5B as of Apr 16, 2026

Website

www.facebook.com/cwacares ↗

Phone

239-434-7434

Address

9130 Galleria Court, Naples, FL, 34109

Advisors at this firm

46 in our index · page 1 of 1

• Derek Walter AicherCRD 8186714 · Erie, PA
  IA Registered
• William Nick BeynonCRD 2849087 · Naples, FL
  IA Registered
• Philip Rees BrodyCRD 4454110 · Charlotte, NC
  IA Registered
• Jason Allen BaumCRD 5336595 · Naples, FL
  IA RegisteredRegistration inactive
• James Curtis BeachumCRD 6106571 · Naples, FL
  IA RegisteredRegistration inactive
• Jason L BotwinickCRD 7537351 · Naples, FL
  IA RegisteredRegistration inactive
• Darian Hong ChenCRD 4369642 · Naples, FL
  IA Registered
• Zachary Adam CraigCRD 5124323 · Johnstown, PA
  IA RegisteredRegistration inactive
• Thomas George CollinsCRD 5279391 · Naples, FL
  IA RegisteredRegistration inactive
• Stephen Gerard EnglishCRD 1985317 · Centerville, PA
  IA Registered
• Blaine Michael FergusonCRD 4799223 · Naples, FL
  IA Registered
• John Petsel FolzCRD 2419796 · Naples, FL
  IA RegisteredRegistration inactive
• Jeffrey Michael GalatiCRD 5763130 · Naples, FL
  IA Registered
• Roxane Kronon GalatiCRD 4410774 · Naples, FL
  IA Registered
• Hunter Lindsay GrandCRD 7962696 · Naples, FL
  IA Registered
• Matthew James HickeyCRD 4927058 · Naples, FL
  IA Registered
• Adam Michael HajjarCRD 8131865 · Naples, FL
  IA Registered
• Daniel Baret HowellCRD 5256557 · Jacksonville, FL
  IA Registered
• Mikaela Elaine HuttonCRD 7369287 · Naples, FL
  IA Registered
• Drewry IsaacsonCRD 6303391 · Charlotte, NC
  IA RegisteredRegistration inactive
• Patricia Willis ImperialCRD 4237470 · Nashville, TN
  IA RegisteredRegistration inactive
• Lewis Mckay JohnsonCRD 6095890 · Naples, FL
  IA Registered
• Connor Patrick JoyceCRD 6459005 · St. Petersburg, FL
  IA RegisteredRegistration inactive
• Jo Anne KeckCRD 4709320 · New Orleans, LA
  IA RegisteredBroker
• Kimberly Ruth KeyCRD 4454805 · Naples, FL
  IA RegisteredBroker
• Tyler Justin KnightCRD 7430434 · Naples, FL
  IA Registered
• James E LoveCRD 5161600 · Naples, FL
  IA RegisteredRegistration inactive
• Daniel Blake LondonCRD 7186085 · Naples, FL
  IA Registered
• Michael Scott MartinCRD 3127868 · Charlotte, NC
  IA Registered
• Joshua Paul MillerCRD 4234699 · Erie, PA
  IA Registered
  Disclosure event(s) on record
• Deborah Lynn MinnickCRD 4455417 · Naples, FL
  IA RegisteredRegistration inactive
• Colleen Mary MurphyCRD 2452164 · Naples, FL
  IA Registered
• Lane Matthew MccallumCRD 7513710 · Omaha, NE
  IA Registered
• William Harold McclureCRD 6947278 · Naples, FL
  IA Registered
• Santiago MosqueraCRD 7783590 · Naples, FL
  IA Registered
• Jake Larkin MurphyCRD 8251669 · Charlotte, NC
  IA Registered
• Todd Franklin SampsonCRD 6120984 · Naples, FL
  IA Registered
• Quinton Robert SmithCRD 8215778 · Naples, FL
  IA Registered
• Jordan James SpanglerCRD 8208417 · Johnston, PA
  IA Registered
• Lori Jeanne TaylorCRD 4199675 · Cary, NC
  IA RegisteredRegistration inactive
• Brian James TolinCRD 5952225 · Naples, FL
  IA Registered
• Joseph Anthony TornincasoCRD 1433148 · Naples, FL
  IA RegisteredRegistration inactive
• Karen Alejandra Vilorio MuchnikCRD 6937933 · Naples, FL
  IA Registered
• Ryan Allan WhartonCRD 4853479 · Saint Johns, FL
  IA RegisteredRegistration inactive
• Shad Mitchell WhiteCRD 5557427 · Naples, FL
  IA RegisteredRegistration inactive
• Barry Ross WalshCRD 8266408 · Naples, FL
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.