Awm Capital, LLC

AWM Capital, LLC, operating as AWM, is an SEC-registered investment advisor founded by Brandon Averill, Erik Averill, Robert McConchie, and Justin Dyer. The firm specializes in fee-based investment and financial planning services, adhering to a fiduciary standard to act in clients' best interests. AWM offers financial planning services encompassing financial structure management, tax planning, estate planning, insurance analysis, and risk management. Asset management services are provided on a discretionary and non-discretionary basis, utilizing various investment vehicles such as mutual funds, ETFs, equities, bonds, and cash equivalents. Clients may also have investments in private placements and third-party separate account managers. AWM conducts due diligence on these managers and private placements. The firm manages over $1.1 billion in client assets as of December 31, 2024, with a minimum separately managed account requirement of $5 million. Fees for financial planning and consulting are negotiated case-by-case, while asset management fees range up to 2.00% annually with a minimum fee of $20,000. AWM does not charge performance-based fees and does not participate in wrap fee programs. The firm has implemented controls to safeguard client assets and conducts annual surprise custody audits. Clients have the discretion to vote on their securities, and AWM does not vote proxies on their behalf. AWM does not have any financial commitments impairing its ability to meet obligations.