John Petsel Folz

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

• 04/2003 → 05/2020
  Carnes Capital Corporation
  Naples, FL
• 04/2003 → 05/2020
  Private Capital Management, L.P.
  Naples, FL
• 06/2020 → Present
  Cwa Asset Management Group Llc
  Naples, FL

Previous Registrations

• 2022-02-14 → 2022-12-31
  Cwa Naples, Llc
  Naples, FL
• 2013-10-08 → 2020-05-29
  Private Capital Management
  Naples, FL
• 2003-12-01 → 2013-10-04
  Private Capital Management, Lp
  Naples, FL

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-06-13
• S65 Uniform Investment Adviser Law Examination
  1994-06-24

Designations

• Chartered Financial Analyst

Other Names

• John P Folz
• Jay Folz
• John Petsel Folz