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MWS CAPITAL CONSULTANTS LLC
CRD 125061File 801-123695
APPROVED
Retail clients
Custody
Filing as of Feb 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$193.7M
Below cohort median (national)
Discretionary AUM
$185.9M
Non-discretionary $7.8M
Clients
142
449 accounts
Employees
3
Bottom 25% of cohort in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 15, 2022
- Principal office
- 750 NORTH STATE STREET, 7TH FLOOR, CHICAGO, IL, 60654
- Phone
- 773-412-4302
- Website
- https://www.mwscapital.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $193.7M
- Discretionary AUM
- $185.9M
- Non-discretionary AUM
- $7.8M
- Discretionary accounts
- 360
- Non-discretionary accounts
- 89
- Total accounts
- 449
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $10.7M |
| High net worth individuals | 59 | $152.3M |
| Pension and profit sharing plans | 12 | $14.8M |
| Individuals (other than high net worth individuals) | 65 | $15.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.