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- Custodian
- Fidelity/NFS ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- FrontierLegacy
- Established Date
- 03-06-2007
- Office Locations
- 1
Office Locations
About MWA Asset Management
MWA Asset Management is an SEC-registered RIA providing financial consulting and hands-on investment management for individuals, trusts, endowments, pension plans, and small businesses. The firm builds fully customized portfolios of individual equities and fixed income, emphasizing tax-aware construction and capital gains control while generally avoiding mutual funds and annuities. Led by partners with 50+ years combined experience; custody includes Fidelity/NFS.
Team overview
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Custodian
Investment Themes
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Owner & Executives
MICHAEL JOHN CAPOBIANCO
Chief Compliance Officer, DIRECTOR
- CRD
- #2159543
- Ownership
- 50% but less than 75%
RANDALL JONATHAN TAVILLA
DIRECTOR
- CRD
- #4536334
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $305,528,265 | $705,608 |
| Non-Discretionary | $0 | -- |
| Total | $305,528,265 | $705,608 |
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Separately Managed Accounts
Total SMA Asset: $305,528,265
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $288,539,987 | 4.5% |
| Corporate - Investment Grade | $237,243,989 | 3.7% |
| Cash | $1,147,747,946 | 17.9% |
| Municipal Bonds | $795,087,963 | 12.4% |
| Public Funds | $654,023,969 | 10.2% |
| Other | $1,109,275,948 | 17.3% |
| U.S. Government/Agency | $961,799,955 | 15.0% |
| Corporate - Non-Investment Grade | $1,218,279,943 | 19.0% |
| Total | $6,411,999,700 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM VITAL DELTA | BRIDGE VITAL | WNYOJ3B25 | QWYUT | 11.80% | $74,538,983 |
| ALPHA VITAL | FUSION MERIDIAN | 7GLJDT852 | OLYYR | 5.13% | $17,051,477 |
| ATLAS QUANTUM BRIDGE | PATHWAY FRONTIER | MQ7GS7A6U | FKO | 6.63% | $48,356,175 |
| ZENITH HORIZON SUMMIT | SUMMIT ZENITH | 1S2G7HJE1 | WSG | 5.61% | $52,175,064 |
| VERTEX LEGACY | ATLAS SIGNAL | 1QX4EII5P | ZUPGJ | 2.47% | $96,820,868 |
| UNISON PATHWAY MATRIX | MATRIX ZENITH | BS6HQQLCP | CTF | 2.14% | $96,924,664 |
| BEACON BEACON | GLACIER ELEMENT | 15U3RK9VG | WGY | 9.68% | $106,458,388 |
| OAK PIONEER | CAPITAL INSIGHT | SOT0I1CPO | ZZM | 9.89% | $111,025,291 |