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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-16-2002
- Office Locations
- 2
Office Locations
About NWK Group
NWK Capital Management (NWK Group) is an independent RIA serving organizations with objective retirement plan and fiduciary management, and individuals and families with goal-focused wealth planning and disciplined, tailored investment strategies. Public profile data indicates portfolios heavily use ETFs and U.S. government/agency bonds, and the firm custodians with Charles Schwab—useful for product and platform fit.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
NADIM JOSEPH NAHAS
Chief Compliance Officer, PRINCIPAL
- CRD
- #2209210
- Ownership
- 50% but less than 75%
MARTE ROBERT WERNER
Principal
- CRD
- #1926371
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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BRIAN DREW ACARD
Financial Advisor
- CRD
- #2006239
Cherif Gabriel Nahas
--
- CRD
- #7823449
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $474,882,450 | $1,039,130 |
| Non-Discretionary | $10,412,256 | $10,412,256 |
| Total | $485,294,706 | $1,059,595 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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