Cws Capital Partners LLC
Answer a few questions and
get matched with an advisor.
Learn more about Cws Capital Partners LLC
Overview
Cws Capital Partners LLC is an advisory firm that has its headquarters in Newport Beach, California. The firm administers $464.6 million in assets under management throughout 21 client accounts, placing it among the bigger financial advisory firms in the United States by assets under management (AUM). The company has an average-sized team, including 55 financial advisors. Cws Capital Partners LLC does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its clients' and own accounts and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets such as stocks, options and bonds.
Cws Capital Partners LLC administers all of its accounts on a discretionary basis. Discretionary management means that a portfolio manager makes transaction choices without needing to seek the client's authorization. The advisory firm's average account size is $22.1 million. The typical financial advisor at Cws Capital Partners LLC oversees fewer than one client account, placing it among the most individualized advisor firms in the country.
The company's central office is located at 14 Corporate Plaza, Newport Beach, California 92660. It is legally allowed to provide services to customers throughout 3 states, including California, Illinois and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Cws Capital Partners LLC by the Numbers
$464.6 million
55
21
$22.1 million
Fee Structure
A financial advisor's fees usually vary depending on which services the firm provides the client. Fees charged by the company likely consist of the following fee types: performance-based or other. Cws Capital Partners LLC does not supply a wrap fee program, in which the company offers a bundle of services for a single fee.
Available
-
Offered by 26% of firms
Performance-based
-
Offered by 10% of firms
Other
Unavailable
-
Find one of the 69% of firms that offer this fee type
Percentage of Assets
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
Types of Clients
The company provides services to pooled investment vehicles. Out of its 21 customers, Cws Capital Partners LLC's largest client type is pooled investment vehicles. None of the company's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Cws Capital Partners LLC does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.