$4.5B Total AUM
$4.3B Disc. AUM
26.6% 3Y CAGR
67 Employees
3,951 ADV. Clients
14 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers · JP Morgan · Northern Trust
- Clients
- Retail and Institutional
- Platforms
- Glacier timberAtlas +more
- Established Date
- 01-24-2012
- Office Locations
- 14
Office Locations
1100 Poydras Street Suite 2900 NEW Orleans LA
2626 West 8TH Street Erie PA
4201 Congress Street Suite 140 Charlotte NC
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.
Team overview
42 AVG AGE
$129.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
5.3 yrs AVG TENURE
67 Employees
35 Advisory Reps
40 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Vertex atlas Delta north Harbor glacier Quantum Frontier timber Matrix Glacier Matrix peak North wave Ember alpha
Client Personas
North vector
CRM
Beacon
Custodian
Glacier capital
Investment Themes
Element quantum Atlas pathway Pioneer quantum Glacier capital
Investment Vehicles
Foundation frontier Prime value
Platform
Meridian
Services
Pioneer Vital frontier Pioneer timber Vector oak Focus capital Ridge legacy Harbor prime Ridge ridge
Technology
Prime value Radial wave Prime beacon
Owner & Executives
W
WILLIAM NICK BEYNON
Managing Member, President
- CRD
- #2849087
- Ownership
- Less than 5%
(426) 230-9027
wave.atlas@atlascapital.com
in linkedin.com/in/pathway-horizon
BLAINE MICHAEL FERGUSON
CHIEF OPERATING OFFICER, Managing Member
- CRD
- #4799223
- Ownership
- Less than 5%
(752) 810-4871
vital.momentum@timbercapital.com
in linkedin.com/in/momentum-insight
R
Radial peak
Vital wave
- CRD
- #21629
- Ownership
- 17.3%
(260) 590-2297
vector.harbor@beaconcapital.com
in linkedin.com/in/catalyst-insight
Showing 2 of 5 owners & executives
Unlock allContacts
D
Derek Walter Aicher
Vice President | Private Wealth Management
- CRD
- #8186714
(942) 886-5851
prime.vertex@glaciercapital.com
in linkedin.com/in/bridge-signal
Jason Allen Baum
Advisor
- CRD
- #5336595
(285) 325-7739
momentum.delta@bridgecapital.com
in linkedin.com/in/momentum-legacy
Q
Quantum unison
Oak meridian
- CRD
- #13528
(510) 588-9108
fusion.summit@harborcapital.com
in linkedin.com/in/focus-focus
Showing 2 of 46 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $4,490,986,975
Equity - Exchange:
19.7% Public Funds:
8.3% Municipal Bonds:
10.2% Cash:
4.8% Private Funds:
7.1% Corporate - Investment Grade:
18.2% U.S. Government/Agency:
9.2% Equity - OTC:
22.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $113,411,844 | 19.7% |
| Public Funds | $47,782,655 | 8.3% |
| Municipal Bonds | $58,720,853 | 10.2% |
| Cash | $27,633,343 | 4.8% |
| Private Funds | $40,874,319 | 7.1% |
| Corporate - Investment Grade | $104,776,424 | 18.2% |
| U.S. Government/Agency | $52,963,907 | 9.2% |
| Equity - OTC | $129,531,294 | 22.5% |
| Total | $575,694,639 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OAK MOMENTUM FOCUS | UNISON OAK | 5UYGVELLA | FFHXG | 0.93% | $58,907,256 |
| CATALYST OPTIMA HARBOR | ELEMENT ATLAS | TSK42FDM6 | CEPJ | 6.31% | $91,130,800 |
| INSIGHT CAPITAL | CAPITAL MERIDIAN | C8XGZIXFZ | NBR | 5.55% | $46,873,238 |
| ATLAS NORTH VERTEX | RIDGE OPTIMA | D2UES78JC | HTBJE | 8.02% | $62,551,481 |
| MATRIX PIONEER WAVE | MATRIX SIGNAL | B1TQV7Q8H | JKN | 12.13% | $119,230,918 |
| VITAL CATALYST | FOUNDATION VITAL | B00P5703J | UUXQS | 8.18% | $116,298,838 |
| MATRIX CATALYST HARBOR | PRIME HORIZON | 84MTYL1SX | FYO | 5.48% | $26,210,239 |
| HORIZON ELEMENT FRONTIER | EMBER RIDGE | U5696FPJC | QBQR | 8.12% | $37,214,298 |