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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 23, 2026, reported AUM decreased 15.0%, from $570.9M to $485.3M.
Across 5 reported observations, AUM decreased 5.4% between March 24, 2022 and March 23, 2026, from $512.9M to $485.3M.
Of the latest reported AUM, 97.9% is discretionary and 2.1% is non-discretionary.
The firm reports 4 advisory representatives and 259 clients, or 64.8 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 2 reported office locations and 23 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full NWK Group record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Financial Advisor
- 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
SMA allocation detail is available
NWK Group has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
NWK Group's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.