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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-08-2021
- Office Locations
- 1
Office Locations
About CWR Capital Management LLC
CWR Capital Management is a Lancaster, PA RIA founded by Carl Rowits, CPA. The firm provides fiduciary portfolio management and financial planning for individuals, with an emphasis on helping younger investors start investing early. Portfolios commonly use low-cost public funds such as index mutual funds and ETFs, and accounts are custodied at Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 20 clients, or 20 clients per representative. That equates to $180.1K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on July 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
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full CWR Capital Management LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CARL ROWITS
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #6516503
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,602,445 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,602,445 | -- |
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Separately Managed Accounts
SMA allocation detail is available
CWR Capital Management LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.