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CWC ADVISORS, LLC
CRD 127739File 801-62369
APPROVED
Retail clients
Custody
Filing as of Apr 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$445.3M
Below cohort median (national)
Discretionary AUM
$436.5M
Non-discretionary $8.8M
Clients
232
1,189 accounts
Employees
9
Above cohort median in OR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Oct 2, 2003
- Principal office
- 5800 MEADOWS ROAD, SUITE 230, LAKE OSWEGO, OR, 97035-8899
- Phone
- 503-968-0950
- Website
- HTTP://WWW.CWCGROUP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $445.3M
- Discretionary AUM
- $436.5M
- Non-discretionary AUM
- $8.8M
- Discretionary accounts
- 1,130
- Non-discretionary accounts
- 59
- Total accounts
- 1,189
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $206.3M |
| High net worth individuals | 231 | $199.7M |
| Pooled investment vehicles | 1 | $39.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
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.