CAPITALWORKS, LLC

CW INDUSTRIAL PARTNERS, LLC
CLEVELAND, Ohio·5 registered advisors·CRD# 160408
SEC# 801-1103451216-781-3233
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
Mikel Byron Harding
CLEVELAND, Ohio
Richard Rings Hollington
CLEVELAND, Ohio
Robert Grosvenor Mccreary
BEACHWOOD, Ohio
William Todd Martin
CLEVELAND, Ohio
05

Office Locations

CLEVELAND, Ohio
3 advisors
BEACHWOOD, Ohio
2 advisors

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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.