CWS CAPITAL PARTNERS LLC

CRD 166871File 801-107474

APPROVED

Custody

Disclosure events

Filing as of May 4, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$268.4M

Below cohort median (national)

Discretionary AUM

$268.4M

Clients

28 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Apr 5, 2016
Principal office: 14 CORPORATE PLAZA, STE. 210, NEWPORT BEACH, CA, 92660
Phone: 800-466-0020
Website: HTTP://WWW.CWSCAPITAL.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $268.4M
Discretionary AUM: $268.4M
Non-discretionary AUM: $0
Discretionary accounts: 28
Non-discretionary accounts: 0
Total accounts: 28
AUM per client: $9.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Pooled investment vehicles	28	$268.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Other (described) — REIMBURSED EXPENSES; ASSET MGMT FEE
Performance-based fees

Advisory activities

Other advisory activities
Portfolio management for pooled investment vehicles

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: No
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 11

Q11
Q11D2
Q11E2

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	49	52	increased by3
Apr 1, 2026	Clients	30	28	decreased by2
Apr 1, 2026	AUM	$293,170,929	$268,387,708	decreased by$24,783,221
Apr 1, 2026	Accounts	30	28	decreased by2
Dec 1, 2025 vs May 1, 2025	AUM	$274,286,000	$293,170,929	increased by$18,884,929
May 1, 2025 vs Oct 1, 2022	Employees	46	49	increased by3
May 1, 2025 vs Oct 1, 2022	Clients	19	30	increased by11
May 1, 2025 vs Oct 1, 2022	AUM	$468,927,447	$274,286,000	decreased by$194,641,447
May 1, 2025 vs Oct 1, 2022	Accounts	19	30	increased by11
Apr 1, 2022	Employees	43	46	increased by3
Apr 1, 2022	Clients	15	19	increased by4
Apr 1, 2022	AUM	$310,748,321	$468,927,447	increased by$158,179,126
Apr 1, 2022	Accounts	15	19	increased by4
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “CWS CAPITAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CWS CAPITAL” may also match similarly-named firms). Confirm identity against each filing.

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.