MWS CAPITAL CONSULTANTS LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 125061
- Registered since
- April 15, 2022
- Website
- mwscapital.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.66%
- Individuals8.21%
- Pension & Profit Sharing Plans7.63%
- Corporations / Businesses5.5%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
MWS Capital Consultants LLC is an independent, owner-operated RIA that manages portfolios for individuals, families and institutional clients using a fee model tied to assets under management. The firm’s advisory work centers on financial planning and discretionary portfolio management for individuals, small businesses and institutions. Its investment approach shows a clear preference for equities, with exchange-traded equities accounting for the single largest slice of managed assets. The firm is not positioned as an ESG-active investor and does not identify as a pension consultant or multi-state adviser on its filing.
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 Equities55%
- US Government Bonds16%
- Public Funds/Mutual Funds14%
- Other5%
- Investment Grade Corp Bonds4%
Contacts
3 of 4Beth Smyth
Associate AdvisorCRD 8078154
MATTHEW SHAPIRO
Founder & PresidentCRD 4639818
William Alt
Associate AdvisorCRD 7248877
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHICAGO, IL
COOK
Location
CHICAGO, IL
Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 750 N State St
- Time zone
- CT (UTC-6)
- Office locations
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