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William Nick Beynon

Cwa Asset Management Group

Naples, FL

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Current Employers
Cwa Asset Management Group

9130 Galleria Court Third Floor, Naples, FL 34109 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2013-07-23
FL RA APPROVED 2012-01-24
  • NC RA
    APPROVED
    Since 2013-07-23
  • FL RA
    APPROVED
    Since 2012-01-24

Branch Locations

9130 Galleria Court Third Floor, Naples, FL 34109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital Consulting Group, Llc D/B/A Capital Wealth Advisors Naples FL 06/2007 Present
Cwa Asset Management Group, Llc Naples FL 08/2011 Present
Tcg Naples Naples FL 01/2013 Present
Fgi Investment Strategies, Llc Naples FL 11/2013 Present
5Th Ave Brokerage Llc Naples FL 10/2011 Present
Fundamental Global Investors Naples FL 04/2014 Present
Capital Wealth Advisors, Inc. D/B/A- Cwa Naples FL 12/2004 Present
Gyroscope Capital Wealth Management Group, Llc. Naples FL 04/2022 Present
  • 06/2007 → Present
    Capital Consulting Group, Llc D/B/A Capital Wealth Advisors
    Naples, FL
  • 08/2011 → Present
    Cwa Asset Management Group, Llc
    Naples, FL
  • 01/2013 → Present
    Tcg Naples
    Naples, FL
  • 11/2013 → Present
    Fgi Investment Strategies, Llc
    Naples, FL
  • 10/2011 → Present
    5Th Ave Brokerage Llc
    Naples, FL
  • 04/2014 → Present
    Fundamental Global Investors
    Naples, FL
  • 12/2004 → Present
    Capital Wealth Advisors, Inc. D/B/A- Cwa
    Naples, FL
  • 04/2022 → Present
    Gyroscope Capital Wealth Management Group, Llc.
    Naples, FL
Previous Registrations
  • 2013-02-27 → 2022-12-31
    Cwa Naples, Llc
    Naples, FL
  • 2011-03-17 → 2019-12-31
    Capital Wealth Advisors
    Naples, FL
  • 2014-03-03 → 2015-08-21
    Fgi Investment Strategies, Llc
    Naples, FL
  • 2008-11-06 → 2010-12-31
    Capital Wealth Advisors
    Naples, FL
  • 2009-07-24 → 2010-12-31
    Atrium Global Bond Fund, Llc
    Naples, FL
Other Businesses

1)CAPITAL WEALTH ADVISORS. START DATE 2004-787 5TH AVE. S NAPLES,FL.; ESTATE PLANNING AND INSURANCE SERVICES. PRESIDENT & CEO. 34 HOURS PER WEEK SPENT. NON INVESTMENT RELATED. 2)CAPITAL CONSULTING GROUP. START DATE 2007. REGISTERED INVESTMENT ADVISER. PRESIDENT & CEO. 6 HOURS PER WEEK SPENT. INVESTMENT RELATED. 3)CWA ASSET MANAGEMENT GROUP, LLC. START DATE 2011. REGISTERED INVESTMENT ADVISER. CO-OWNER, PRESIDENT, & CEO. 3 HOURS PER WEEK SPENT. INVESTMENT RELATED. 4)CWA ADVISOR SERVICES, LLC. START DATE 2010. INSURANCE SALES. CO-OWNER. 0 HOURS PER WEEK SPENT. NON INVESTMENT RELATED. 5)BIO BRANDS, LLC. START DATE 2010. FERTILIZATION & PEST CONTROL. CO-OWNER. 1 HOUR PER WEEK SPENT. NON INVESTMENT RELATED. 6)B+B CAPITAL, LLC. START DATE 2007. PERSONAL HOLDINGS AND INVESTMENTS. CO-OWNER. O HOURS PER WEEK SPENT. NON INVESTMENT RELATED. 7)5TH AVENUE BROKERAGE,LLC START DATE 2012;CO-OWNER-INSURANCE BROKERAGE 55 TIME SPENT. 8)ADVISOR PIPELINE, LLC - 787 5TH AVE SOUTH, NAPLES, FL 34102, INACTIVE CORPORATION, 0% OF TIME SPENT. 9)GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC., 9130 Galleria Court, Naples, FL 34109, REGISTERED INVESTMENT ADVISORY, PARTNER 10) ORIGEN HOLISTIC SPIRITS, INC. START DATE 2023. PASSIVE INVESTMENT IN SPIRITS COMPANY. PASSIVE INVESTOR. 0% OF TIME SPENT. NOT INVESTMENT RELATED.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-10-06
  • S65 Uniform Investment Adviser Law Examination
    2008-10-06
Other Names
  • Bill Nick Beynon

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