CWC Advisors, LLC
Firm details
- Headquarters
- Lake Oswego, Oregon
- CRD number
- 127739
- Registered since
- October 2, 2003
- Website
- www.cwcadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Charitable Organizations46.33%
- HNWI44.85%
- Pooled Investment Vehicles8.81%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
CWC Advisors, LLC is an independent registered investment adviser organized as an LLC. The firm has been SEC-registered since 2003 and serves both individual/family and institutional clients. Its advisory work is centered on financial planning and discretionary portfolio management for individuals, small businesses, and pooled investment vehicles. Fee arrangements include percentage-of-AUM billing and fixed fees. The firm functions as sponsor, general partner, and managing member of pooled vehicles rather than acting as a broad capital allocator. CWC does not position itself as an ESG investor and is not characterized as a pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities54%
- Cash & Cash Equivalents23%
- Public Funds/Mutual Funds12%
- Private Funds10%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 97Active vs passive
$152M in ETFs
82%
$124M
16%
$27.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD ULTRA-SHORT BOND ETF (VUSB) | Vanguard | Active | Ultrashort Bond | $9.3M | 187,160 | 6.11% |
Location
Lake Oswego, OR
Clackamas
Location
Lake Oswego, OR
Headquartered in Lake Oswego, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.
- Metro area
- Portland-Vancouver-Salem, OR-WA
- Region
- West
- County
- Clackamas
- Address
- 5800 Meadows Rd
- Time zone
- PT (UTC-8)
- Office locations
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