Brian James Tolin

Employer firm

Cwa Asset Management Group CRD 158940

$4.51B regulatory AUM 1,975 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 06/2012 → Present
  Raymond James Trust Company
  St Petersburg, FL
• 06/2012 → Present
  Raymond James And Associates
  St Petersburg, FL
• 06/2016 → Present
  Ariel Capital Advisors, Llc
  Naples, FL
• 08/2024 → Present
  Cwa Asset Management Group, Llc
  Naples, FL

Previous Registrations

• 2016-07-12 → 2025-05-05
  Bray Capital Advisors, Llc
  Naples, FL
• 2014-11-19 → 2016-06-21
  Raymond James & Associates, Inc.
  St. Petersburg, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-11-18
• S63 Uniform Securities Agent State Law Examination
  2011-09-19

Designations

• Chartered Financial Analyst