William Harold Mcclure

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

• 06/2015 → 01/2018
  Investment Advisor Institue/Dynalogic
  Naples, FL
• 02/2018 → Present
  Capital Wealth Advisors
  Naples, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-08-07

Other Names

• William Harold Mcclure Iii