EMW Capital Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 134122
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Individuals82.25%
- HNWI15.79%
- Corporations / Businesses1.95%
- Pooled Investment Vehicles0.01%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
EMW Capital Advisors, LLC is a small, equity-oriented investment adviser that operates hedge-fund style strategies while also providing portfolio management for individuals, small businesses and pooled investment vehicles. The firm mixes traditional separate managed accounts with sponsor and general-partner roles in pooled vehicles, and its fee architecture includes both a percentage-of-AUM component and performance-based fees, consistent with an incentive-aligned hedge fund model. Investment activity is centered on exchange-traded securities, with the firm favoring liquid, market-traded equities and ETFs for core exposure and tactical positioning. EMW Capital is not positioned as an active ESG investor and does not describe itself as a multistate adviser.
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 Equities79%
- Cash & Cash Equivalents11%
- US Government Bonds8%
Owners & executives
1 of 1
Edward Whelan
Chief Financial OfficerCRD 4910366
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
First Hedge Capital Management
RIARosenthal Capital Management, LLC
RIACLB Financial
RIACooper Capital, Inc.
RIASandpoint, ID
Mesa Wealth Management
RIACamarillo, CA
Bdkmarketgroup Investment Management LLC
RIAWellesley, MA