CWS CAPITAL PARTNERS LLC

NEWPORT BEACH, California·8 registered advisors·CRD# 166871
SEC# 801-1074742800-466-0020
01

Firm Overview

AUM
$336M
Regulatory assets under management
Employees
51
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Other
Compensation
Performance-based fees
Other: REIMBURSED EXPENSES; ASSET MGMT FEE
03

Specialties

Retirement Planning
04

Advisors at CWS CAPITAL PARTNERS LLC

8 registered advisors
Gary Charles Carmell
NEWPORT BEACH, California
Joseph Huling Sherwood
NEWPORT BEACH, California
Justin Patrick Leahy
NEWPORT BEACH, California
Mark Ryan Ruggles
NEWPORT BEACH, California
Michael Elmer Engels
NEWPORT BEACH, California
Michael James Brittingham
NEWPORT BEACH, California
Steven Jay Sherwood
NEWPORT BEACH, California
Zachary Scott Sherwood
NEWPORT BEACH, California
05

Office Locations

NEWPORT BEACH, California
8 advisors

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Data sourced from SEC Form ADV filings. CWS CAPITAL PARTNERS LLC (CRD# 166871) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.