Home
›
Firms
›
CAPITALWORKS, LLC
CAPITALWORKS, LLC
CW INDUSTRIAL PARTNERS, LLC
CLEVELAND, Ohio
·
5 registered advisors
·
CRD# 160408
SEC# 801-110345
1
216-781-3233
01
Firm Overview
AUM
$212M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Other
Compensation
Percentage of AUM
Performance-based fees
Other: SEE SCHEDULE D - MISCELLANEOUS
03
Specialties
Retirement Planning
04
Advisors at CAPITALWORKS, LLC
5 registered advisors
John Mckay Mueller
BEACHWOOD, Ohio
CRD# 6045554
Mikel Byron Harding
CLEVELAND, Ohio
CRD# 5240816
Richard Rings Hollington
CLEVELAND, Ohio
CRD# 1554523
Robert Grosvenor Mccreary
BEACHWOOD, Ohio
CRD# 1787184
William Todd Martin
CLEVELAND, Ohio
CRD# 4836297
05
Office Locations
CLEVELAND, Ohio
3 advisors
BEACHWOOD, Ohio
2 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. CAPITALWORKS, LLC (CRD# 160408) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.