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- Custodian
- Charles Schwab & Company ยท City National Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-23-2017
- Office Locations
- 9
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.
Reported data analysis
What the numbers show
Between November 3, 2025 and March 13, 2026, reported AUM increased 29.1%, from $1.2B to $1.5B.
Across 5 reported observations, AUM increased 243.8% between December 15, 2022 and March 13, 2026, from $432.6M to $1.5B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 28 advisory representatives and 467 clients, or 16.7 clients per representative. That equates to $3.2M in reported AUM per client.
The profile lists 9 reported office locations and 9 years in operation. The source data was last updated on March 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full AWM Capital, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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 5 owners & executives
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Samuel Onyedikachi Acho
Director
- CRD
- #7574477
Sophia Nicol Barclay
Investment Manager
- CRD
- #8223312
Showing 2 of 30 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
SMA allocation detail is available
AWM Capital, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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AWM Capital, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.