Bryson
Mc Guffey
Awm Capital, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Bryson Mc Guffey is a certified financial planner operating in Baton Rouge, Louisiana who has 3 years of industry experience. Mc Guffey works at Awm Capital, LLC. During their career, the advisor has held roles at Motion Group, Frontline Athlete Management, Student Securities Exchange Test and Awm Capital, LLC. Mc Guffey maintains a Series 65 license, designating them as an investment advisor representative, and can advise clients in Louisiana and Texas. Awm Capital, LLC is a company operating out of Phoenix, AZ. The company has offices in four locations and a total of 21 employees. It handles $531 million in assets under management among its 1,626 client accounts, placing it among the larger firms in the nation by assets under management. The firm provides financial advisory services to one charities and foundations. Of its 1,626 client accounts, 46% are held by high-net-worth investors who have more than $1 million in investable assets. The advisory firm performs a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. Fees for financial advice largely vary depending on which services are offered. Fee types charged by Awm Capital, LLC most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Awm Capital, LLC Brokerage Details
$530,893,901
21
1,626
$326,503
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Bryson Mc Guffey Work History
Bryson has been registered as a financial advisor for 3 years.*
Awm Capital, LLC
Motion Group
Student Securities Exchange Test
Frontline Athlete Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bryson Mc Guffey 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
Phoenix, AZ
Tyler, TX
Baton Rouge, LA
Vernon Hills, IL
Phoenix, AZ
Phoenix, AZ
Los Angeles, CA
Phoenix, AZ
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.