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CWA ASSET MANAGEMENT GROUP
Legal name: CWA ASSET MANAGEMENT GROUP, LLC
CRD 158940File 801-79715
APPROVED
Retail clients
Custody
Filing as of Jul 16, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.51B
Top 25% of cohort (national)
Discretionary AUM
$4.27B
Non-discretionary $243.7M
Clients
1,976
5,041 accounts
Employees
67
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- May 22, 2014
- Principal office
- 9130 GALLERIA COURT, THIRD FLOOR, NAPLES, FL, 34109
- Phone
- 239-434-7434
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.51B
- Discretionary AUM
- $4.27B
- Non-discretionary AUM
- $243.7M
- Discretionary accounts
- 4,839
- Non-discretionary accounts
- 202
- Total accounts
- 5,041
- AUM per client
- $2.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 43 | $71.5M |
| Charitable organizations | 15 | $50.8M |
| High net worth individuals | 923 | $3.91B |
| Pooled investment vehicles | 3 | $23.5M |
| Pension and profit sharing plans | 40 | $116.2M |
| Individuals (other than high net worth individuals) | 952 | $347.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- 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.