Cwa Naples, LLC

CWA Naples, LLC (formerly TCG Naples, LLC) is a registered investment adviser based in Florida, established in January 2013. The firm offers investment advisory services primarily to individuals, high net worth individuals, and business entities. Services include discretionary portfolio management, family office services, and financial planning. Clients may also invest in affiliated private funds recommended by the firm. CWA Naples has approximately $190.6 million in discretionary assets under management as of December 31, 2021. The fee structure ranges from 0.50% to 1.15% based on total assets under management, with negotiable fees. The firm does not engage in soft dollar benefits, client referral programs, or voting client securities. CWA Naples allows clients to direct brokerage and reviews client accounts quarterly, with non-periodic reviews triggered by significant events. The firm's principals have affiliations with insurance businesses and Gyroscope Capital Management, LLC. Clients are encouraged to review account statements and meet annually to discuss investment objectives and performance. CWA Naples does not have any disciplinary events to report.