Travis
Chick

Awm Capital, LLC

CRD#6341766
Investment Advisor
in Tyler, TX

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About this Advisor

Travis Chick is a financial advisor based in Tyler, Texas, working with Awm Capital, LLC. Travis has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, and Awm Capital. Travis has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Travis is part of Awm Capital, LLC, which operates out of Tyler, Texas. 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

2325 Oak Alley
Tyler, TX 75703

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Awm Capital, LLC Brokerage Details

Total Assets Under Management

$860,648,664

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

30

TX Average: 37
Total Number of Accounts

2,463

TX Average: 1,370
Average Account Size

$349,431

TX Average: $1,135,308

Investment Advisory Services

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

Travis Chick Work History

2018 - Present (6 years)

Awm Capital

2014 - 2018 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2018 (4 years)

Bank Of America, N.A

Disclosures

Please visit the SEC profile of Travis Chick 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

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

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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