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- Custodian
- Charles Schwab & Company ยท City National Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-01-2017
- Office Locations
- 11
Office Locations
About AWM Capital, LLC
AWM Capital, LLC (Athlete Family Office) provides a comprehensive family office for professional athletes and their families, aligning financial strategies with family values and multigenerational legacy goals. Services include wealth management, financial/estate/tax planning, and portfolio construction across public markets, fixed income, and select alternatives (e.g., private equity/venture). Custody includes Charles Schwab.
Team overview
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Custodian
Fund Managers
Investment Themes
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Owner & Executives
BRANDON LEE AVERILL
Chief Compliance Officer, PARTNER
- CRD
- #5781614
- Ownership
- 25% but less than 50%
ERIK DANIEL AVERILL
Partner
- CRD
- #5427694
- Ownership
- 25% but less than 50%
Showing 2 of 6 owners & executives
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Samuel Onyedikachi Acho
Director
- CRD
- #7574477
BRANDON LEE AVERILL
Chief Compliance Officer, PARTNER
- CRD
- #5781614
Showing 2 of 34 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,487,239,767 | $515,508 |
| Non-Discretionary | $0 | -- |
| Total | $1,487,239,767 | $515,508 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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