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William Todd Martin

CAPITALWORKS, LLC·CLEVELAND, Ohio
Unclaimed Profile
1100 SUPERIOR AVE., CLEVELAND, OH 44114CRD# 4836297Firm CRD# 160408
01

About

William Todd Martin is a registered financial advisor based in CLEVELAND, Ohio, affiliated with CAPITALWORKS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CAPITALWORKS, LLC
CW INDUSTRIAL PARTNERS, LLC
AUM
$212M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at CAPITALWORKS, LLC →
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: SEE SCHEDULE D - MISCELLANEOUS
Regulatory
SEC/IARD CRD# 4836297
Firm CRD# 160408
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Todd Martin offer?
William Todd Martin specializes in Retirement Planning. Contact their office in CLEVELAND, Ohio for a consultation.
What are William Todd Martin's credentials?
William Todd Martin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Todd Martin located?
William Todd Martin is based in CLEVELAND, Ohio, working with CAPITALWORKS, LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does William Todd Martin charge for services?
William Todd Martin's firm is compensated through percentage of aum, performance-based fees, other: see schedule d - miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITALWORKS, LLC?
CAPITALWORKS, LLC has approximately 10 employees and manages $212M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
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City Guides
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Research
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