E
$17.4M Total AUM
$15.0M Disc. AUM
-- 3Y CAGR
1 Employees
12 ADV. Clients
20 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-16-2005
- Office Locations
- 1
Office Locations
-- Fort Worth TX
About EMW Capital Advisors, LLC
EMW Capital Advisors, LLC is a Fort Worth-based RIA. The firm has been operating for 20 years. Managing $17.4M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$17.4M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
21 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
E
EDWARD MICHAEL WHELAN
Chief Financial Officer
- CRD
- #4910366
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,967,000 | -- |
| Non-Discretionary | $2,429,000 | -- |
| Total | $17,396,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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