T
$15.1M Total AUM
$15.1M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
5 yrs Firm Age
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- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-22-2021
- Office Locations
- 1
Office Locations
-- Baltimore MD
About THE NLW Capital Group LLC
THE NLW Capital Group LLC is a Baltimore-based RIA. The firm has been operating for 5 years. Managing $15.1M in total assets under management, with 1 advisory representatives. They custody assets with Capital Group and Charles Schwab & Company.
Team overview
-- AVG AGE
$15.1M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
5.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
N
Nathaniel Lee Whitman
Chief Compliance Officer, Financial Advisor, Manager
- CRD
- #7348490
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,099,900 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,099,900 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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