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LEAR INVESTMENT MANAGEMENT
Legal name: FWL INVESTMENT MANAGEMENT, LLC
CRD 174119File 801-110851
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.24B
Above cohort median (national)
Discretionary AUM
$1.22B
Non-discretionary $24.4M
Clients
294
945 accounts
Employees
7
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jul 21, 2017
- Principal office
- 2911 TURTLE CREEK BOULEVARD, SUITE 920, DALLAS, TX, 75219
- Phone
- (214) 445-5900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.24B
- Discretionary AUM
- $1.22B
- Non-discretionary AUM
- $24.4M
- Discretionary accounts
- 869
- Non-discretionary accounts
- 76
- Total accounts
- 945
- AUM per client
- $4.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other investment advisers | 9 | $846.2M |
| High net worth individuals | 96 | $358.4M |
| Individuals (other than high net worth individuals) | 189 | $35.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- 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.