M
$193.7M Total AUM
$185.9M Disc. AUM
-- 3Y CAGR
3 Employees
142 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS ยท State Street
- Clients
- Retail and Institutional
- Platforms
- Insight insight
- Established Date
- 06-23-2003
- Office Locations
- 1
Office Locations
750 North State Street 7TH Floor Chicago IL
About MWS Capital Consultants LLC
MWS Capital Consultants LLC is a Chicago-based, founder-led RIA (since 2003) providing bespoke private wealth management and planning for families focused on protecting legacy. Led by Matthew Shapiro, the firm blends growth and generational investing with fixed income strategy and tailored portfolio construction, including value-aligned investing. Custody includes Fidelity/NFS and State Street.
Team overview
37 AVG AGE
$64.6M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
7.4 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Legacy vital Bridge Alpha pioneer Harbor unison
Client Personas
Timber Atlas Peak
Custodian
Eagle Catalyst capital Horizon Signal Crest delta
Investment Themes
Horizon optima Prime meridian Meridian
Investment Vehicles
Catalyst
Platform
Timber bridge
Services
Matrix harbor Element Radial Bridge Frontier ember Pathway north Bridge frontier Glacier Signal Beacon Peak
Technology
Peak
Owner & Executives
MATTHEW WAYNE SHAPIRO
Chief Compliance Officer, President
- CRD
- #4639818
- Ownership
- 75% or more
(798) 235-5325
fusion.alpha@beaconcapital.com
in linkedin.com/in/element-momentum
Showing 1 of 1 owners & executives
Unlock allContacts
W
William James Alt
Associate Advisor
- CRD
- #7248877
(677) 274-5607
wave.wave@elementcapital.com
in linkedin.com/in/catalyst-momentum
R
Ryan William Hartung
--
- CRD
- #8270565
(424) 336-2825
ridge.meridian@timbercapital.com
in linkedin.com/in/insight-north
R
Radial ridge
Timber pathway
- CRD
- #34457
(894) 731-7387
catalyst.capital@zenithcapital.com
in linkedin.com/in/capital-timber
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $185,876,045 | $516,322 |
| Non-Discretionary | $7,800,449 | $87,645 |
| Total | $193,676,494 | $431,351 |
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Separately Managed Accounts
Total SMA Asset: $193,676,494
Equity - Exchange:
15.2% U.S. Government/Agency:
15.6% Public Funds:
5.7% Other:
9.0% Corporate - Investment Grade:
10.3% Municipal Bonds:
16.1% Cash:
14.4% Corporate - Non-Investment Grade:
13.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $451,232,600 | 15.2% |
| U.S. Government/Agency | $463,107,142 | 15.6% |
| Public Funds | $169,212,225 | 5.7% |
| Other | $267,177,198 | 9.0% |
| Corporate - Investment Grade | $305,769,459 | 10.3% |
| Municipal Bonds | $477,950,320 | 16.1% |
| Cash | $427,483,516 | 14.4% |
| Corporate - Non-Investment Grade | $406,703,068 | 13.7% |
| Total | $2,968,635,528 | 100.0% |