Brandon
Averill

Awm Capital, LLC

CRD#5781614
Investment Advisor
in Los Angeles, CA

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About this Advisor

Brandon Averill is a financial advisor based in Los Angeles, California, working with Awm Capital, LLC. Brandon has previously held positions at United Planners Financial Services, Penniall & Associates, Inc, Athlete Ceo Consulting, LLC, Awm Capital LLC, Awm Ventures, and Averill Ventures LLC. Brandon has passed the Series 66 regulatory exam and is registered to provide services in Arizona, California, Florida, and Texas. Currently, Brandon is part of Awm Capital, LLC, which operates out of Los Angeles, California. The firm has 5 offices and 30 employees. The firm manages assets totaling $860.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. The fee structure at Awm Capital, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

612 S Broadway Floor 4
Los Angeles, CA 90014

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Awm Capital, LLC Brokerage Details

Total Assets Under Management

$860,648,664

CA Average: $1,555,372,352
Total Number of Employees

30

CA Average: 37
Total Number of Accounts

2,463

CA Average: 1,370
Average Account Size

$349,431

CA Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles

Brandon Averill Work History

2021 - Present (3 years)

Averill Ventures LLC

2018 - Present (6 years)

Awm Ventures

2017 - Present (7 years)

Awm Capital LLC

2010 - Present (14 years)

Athlete Ceo Consulting, LLC

2010 - 2015 (5 years)

United Planners Financial Services

2010 - 2017 (7 years)

Penniall & Associates, Inc

Disclosures

Please visit the SEC profile of Brandon Averill to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Awm Capital, LLC

Travis Chick
Tyler, TX
Mena Hanna
Los Angeles, CA
Baraka Murimi
Phoenix, AZ
Jack Wise
Pasadena, CA
Chase Dominguez
Los Angeles, CA
Jeffrey Locke
Phoenix, AZ
Jacob May
Mt. Gilead, OH
Justin Dyer
Los Angeles, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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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.

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