John Norman Dalton

Employer firm

Cwm, LLC CRD 155344

$50.6B regulatory AUM 248 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISORY SERVICES FOR OTHER INVESTMENT ADVISORY FIRMS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1993 → Present
  Provident Capital Management, Inc.
  Dallas, TX
• 11/2024 → 10/2025
  Aveo Capital Partners
  Englewood, CO
• 07/2025 → Present
  Cwm, Llc
  Omaha, NE
• 07/2025 → Present
  Carson Wealth
  Dallas, TX

Previous Registrations

• 2024-11-29 → 2025-10-02
  Aveo Capital Partners, Llc
  Dallas, TX
  Englewood, CO
• 2003-12-02 → 2025-10-01
  Provident Capital Management, Inc.
  Dallas, TX

Other Businesses

CPA - Tax return preparation 5-10 hours a month, none during trading hours.

Designations

• Certified Financial Planner
• Chartered Financial Analyst