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Cwa Asset Management Group CRD 158940
$4.51B regulatory AUM 1,975 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9130 Galleria Court Third Floor, Naples, FL 34109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-02 |
| OH | RA | APPROVED | 2025-01-15 |
Branch Locations
9130 Galleria Court Third Floor, Naples, FL 34109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bray Capital Advisors, Llc F/K/A Ariel Capital Advisors, Llc | Naples | FL | 04/2014 | 05/2025 |
| Cwa Asset Management Group Llc | Naples | FL | 01/2025 | Present |
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