CWC Advisors, LLC

Overview

CWC Advisors, LLC is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2003. The firm serves both individual/family and institutional clients and charges either a percentage of assets under management or fixed fees. Its advisory scope includes financial planning, separately managed portfolio services for individuals and small businesses, and portfolio management for pooled investment vehicles. The firm indicates it is not positioning itself as an active ESG investor and does not identify as a multi-state adviser; it also does not act as a pension consultant or related adviser. Separately, CWC can act as a sponsor, general partner, or managing member of pooled investment vehicles, reflecting a role on the sponsor/manager side for at least some private fund activity.

Assets & Accounts

Public Holdings

Investments & Alternatives