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NWK Group

NWK Group. CRD 124186

$485.3M Total AUM
$474.9M Disc. AUM
-- 3Y CAGR
6 Employees
259 ADV. Clients
23 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Established Date
12-16-2002
Office Locations
2

Office Locations

50 California Street Suite 1500 SAN Francisco CA
-- Stuart FL

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

-- AVG AGE
$121.3M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
14.8 yrs AVG TENURE
6 Employees
4 Advisory Reps
4 RIA Reps
23yrs Firm Age

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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Owner & Executives

NADIM JOSEPH NAHAS

NADIM JOSEPH NAHAS

Chief Compliance Officer, PRINCIPAL

CRD
#2209210
Ownership
50% but less than 75%
MARTE ROBERT WERNER

MARTE ROBERT WERNER

Principal

CRD
#1926371
Ownership
50% but less than 75%

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Contacts

BRIAN DREW ACARD

BRIAN DREW ACARD

Financial Advisor

CRD
#2006239
Cherif Gabriel Nahas

Cherif Gabriel Nahas

Financial Advisor

CRD
#7823449

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-24-2022
10-18-2023
04-29-2024
03-28-2025
03-23-2026
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.

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13F Holdings | Q2 2026

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NWK Group's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.

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