C
$3.3M Total AUM
$3.3M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-03-2024
- Office Locations
- 1
Office Locations
-- Seattle WA
About Cottonwood Capital Management LLC
Fourward Capital is a Seattle, WA registered investment adviser serving retail investors, with a stated focus on entrepreneurs. The firm emphasizes asset-allocation driven portfolios and primarily uses public funds and ETFs, with exposure to fixed income and alternatives (e.g., pooled investment vehicles). It also lists insurance-related services and uses major custodians including Schwab and Fidelity.
Team overview
-- AVG AGE
$3.3M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
2.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
Andrew Munroe McCormick
Chief Compliance Officer, Managing Member
- CRD
- #7341412
- 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 | $3,256,829 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,256,829 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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