$2.9M Total AUM
$2.9M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- North
- Established Date
- 07-08-2021
- Office Locations
- 1
Office Locations
-- Lancaster PA
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.
Team overview
-- AVG AGE
$2.9M AVG AUM / ADVISOR
$163.3K AVG AUM / CLIENT
4.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
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Asset Classes
Eagle capital
Client Personas
Value element
Custodian
Legacy bridge Radial ridge Foundation Zenith
Fund Managers
Insight zenith
Investment Themes
Radial Capital
Investment Vehicles
Glacier harbor
Services
Eagle prime Vertex optima Pioneer wave Matrix Atlas Alpha Catalyst
Technology
Beacon pioneer
Owner & Executives
C
CARL ROWITS
Chief Compliance Officer, Investment Advisor Representative, Managing Member
- CRD
- #6516503
- Ownership
- 75% or more
(685) 769-3743
delta.pioneer@valuecapital.com
in linkedin.com/in/catalyst-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,940,255 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,940,255 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,940,255
Public Funds:
32.6% Cash:
16.9% Equity - OTC:
20.3% Equity - Exchange:
30.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,401,454,833 | 32.6% |
| Cash | $1,244,925,972 | 16.9% |
| Equity - OTC | $1,495,384,451 | 20.3% |
| Equity - Exchange | $2,224,660,611 | 30.2% |
| Total | $7,366,425,867 | 100.0% |