Kimball Eric Pierce

Employer firm

Cw Advisors, LLC CRD 310873

$15.2B regulatory AUM 47 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

• 11/2010 → 04/2017
  Goldman Sachs
  Salt Lake City, UT
• 05/2017 → 02/2026
  Rovin Capital
  Mesa, AZ
• 02/2026 → Present
  Cw Advisors, Llc
  Lehi, UT

Previous Registrations

• 2017-05-30 → 2026-02-09
  Rovin Capital
  West Jordan, UT
  Lehi, UT
• 2010-01-04 → 2010-11-26
  Morgan Stanley
  South Jordan, UT
• 2007-04-02 → 2007-09-18
  Morgan Stanley & Co. Llc
  Salt Lake City, UT
• 2006-04-12 → 2007-04-02
  Morgan Stanley Dw Inc.
  Salt Lake City, UT

Other Businesses

1) Six Peak Capital Management, LLC; Member; Investment Related; 3051 N Bar H Rd Lehi Utah 84043; Management company for Special Purpose Vehicle entities, including debt investment to a company named Fetch; 2/12/2025; 3 Hours per month; 3 during trading hours; 4 Percent of total yearly compensation expected to be derived from the business; Sit on the investment committee 2) Rovin Capital Investment Committee; Investment-related; Lehi Utah 84043; Investment Committee; Committee Member; 1/1/2021; 4 hours per month; 0 during trading hours; participate in periodic meetings and review investment opportunities

Exams

• S66 Uniform Combined State Law Examination
  2006-04-11
• S63 Uniform Securities Agent State Law Examination
  2005-12-02

Designations

• Chartered Financial Consultant

Other Names

• Kimball Pierce
• Kimball Eric Pierce