David Andrew Barnett

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

• 08/2014 → 12/2024
  First Citizens Bank And Trust Of South Carolina
  Augusta, GA
• 08/2014 → 12/2024
  First Citizens Securities Corp
  Augusta, GA
• 12/2024 → 02/2025
  Strategic Financial Management
  Augusta, GA
• 02/2024 → Present
  Strategic Financial Management
  Augusta, GA
• 02/2025 → Present
  Cwm, Llc
  Omaha, NE
• 05/2015 → Present
  Tour Junkies, Llc
  Grovetown, GA
• 09/2015 → 02/2022
  Securegive
  Augusta, GA

Other Businesses

NAME OF BUSINESS: DPH Technologies, LLC NATURE: Professional golf data and statistics software START: 10/01/2022 POSITION: Owner/Founder APPX. HRS/MONTH: 2 PERCENTAGE HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Meet with our development team and other owners once a month to discuss changes/improvements to the software and discuss marketing strategies.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-09
• S63 Uniform Securities Agent State Law Examination
  2009-04-22

Other Names

• David Barnett