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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers · JP Morgan · Northern Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-24-2012
- Office Locations
- 14
Office Locations
About CWA Asset Management Group
CWA Asset Management Group is a Naples, FL-based investment manager serving retail and institutional clients with portfolio construction, financial planning, and tax/estate planning support. Their investment toolkit includes ETFs alongside public funds and fixed income. The firm is also known for the CWA Turkey Drop, a Southwest Florida community initiative that delivers 6,000 holiday meal boxes in partnership with St. Matthew’s House, with ongoing matching support from the Beynon family.
Reported data analysis
What the numbers show
Between October 21, 2025 and July 16, 2026, reported AUM increased 11.0%, from $4.1B to $4.5B.
Across 5 reported observations, AUM increased 123.6% between November 15, 2022 and July 16, 2026, from $2.0B to $4.5B.
Of the latest reported AUM, 94.6% is discretionary and 5.4% is non-discretionary.
The firm reports 35 advisory representatives and 3,951 clients, or 112.9 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 14 reported office locations and 14 years in operation. The source data was last updated on July 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
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- Platform
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Owner & Executives
WILLIAM NICK BEYNON
Managing Member, President
- CRD
- #2849087
- Ownership
- Less than 5%
BLAINE MICHAEL FERGUSON
CHIEF OPERATING OFFICER, Managing Member
- CRD
- #4799223
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Derek Walter Aicher
Vice President | Private Wealth Management
- CRD
- #8186714
Jason Allen Baum
Advisor
- CRD
- #5336595
Showing 2 of 49 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,270,733,384 | $882,565 |
| Non-Discretionary | $243,740,182 | $1,206,635 |
| Total | $4,514,473,566 | $895,551 |
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Separately Managed Accounts
SMA allocation detail is available
CWA Asset Management Group 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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CWA Asset Management Group's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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