Claim Profile
Unclaimed Profile
RM

Robert Don Mcconchie

AWM CAPITAL, LLC·PHOENIX, Arizona
Clean record9 years registeredAWM CAPITAL, LLC
1 N. 1ST STREET, PHOENIX, AZ 85004CRD# 5912998Firm CRD# 287980

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Don Mcconchie · PHOENIX, AZ
Registration
CRD #5912998 · AWM CAPITAL, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

May 2017 – present
02

Registrations & Exams

Registration record
First registered · May 23, 2017
Years registered · 9
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
AWM CAPITAL, LLC
CRD 287980 · SEC 801-114373
AUM
$861M
Regulatory assets under management
Employees
30
2,463 client accounts
Services offered by AWM CAPITAL, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

Speak with Robert

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Robert is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PHOENIX?

Browse all registered financial advisors in PHOENIX, Arizona or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Robert Don Mcconchie offer?
Robert Don Mcconchie specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in PHOENIX, Arizona for a consultation.
What are Robert Don Mcconchie's credentials?
Robert Don Mcconchie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Don Mcconchie located?
Robert Don Mcconchie is based in PHOENIX, Arizona, working with AWM CAPITAL, LLC. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.
How does Robert Don Mcconchie charge for services?
Robert Don Mcconchie's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AWM CAPITAL, LLC?
AWM CAPITAL, LLC has approximately 30 employees and manages $861M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →