# CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC

CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC of MIAMI, FL is an SEC-registered investment adviser.

## Registration

- CRD: 131631
- Type: SEC-registered investment adviser
- SEC file number: 801-63969
- Location: 1395 BRICKELL AVENUE, SUITE 800, MIAMI, FL, 33131
- Phone: 786-594-4400
- Latest filing: 2018-07-24
- Regulatory AUM: $465.0M
- Discretionary AUM: $465.0M
- Clients: 30
- Accounts: 860

## Officers, owners & control persons (29)

_Showing 25 of 29 people._

| Name | Role | Location |
| --- | --- | --- |
| Lewis J Miller | OWNER | Boston, MA |
| Lewis A Miller | OWNER | Lowell, MA |
| GREGG WILLIAM EDWARD | CHIEF EXECUTIVE OFFICER | — |
| MCMAHAN DAVID WATTS | CHIEF INVESTMENT OFFICER; CHIEF OPERATIONS OFFICER; PRESIDENT | — |
| MCMAHAN CARLA MCGINNIS | CHIEF COMPLIANCE OFFICER; CORPORATE SECRETARY; SECRETARY | — |
| MCMAHAN MICHAEL KEITH | CHAIRMAN; CHIEF COMPLIANCE OFFICER; OWNER | — |
| LEWIS LARRY EDWARD | OWNER; TREASURER | — |
| FAYED MICHAEL ERIC | CHIEF FINANCIAL OFFICER; OWNER | — |
| BOYER DAVID ALAN | CHIEF EXECUTIVE OFFICER; OWNER | — |
| BRYANT ANNA MCMAHAN | OWNER | — |
| CHOTKOWSKI MATTHEW ADAM | CHIEF COMPLIANCE OFFICER; DIRECTOR OF COMPLIANCE | — |
| LEBEDIS PATRICK ROBERT | OWNER | — |
| LEWIS MARY LESLIE | OWNER | — |
| LEWIS MARY WILLCOX | OWNER | — |
| LOHWATER KARL WILLEM | MANAGER | — |
| MORAN RICHARD THOMAS | PRESIDENT | — |
| COSTENBADER WALTER RUSSELL | CHIEF COMPLAINCE OFFICER | — |
| LOWE JUSTIN PETER | MANAGER; MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| MULLER THEO | OWNER | — |
| BURNS ALEXANDER CHATFIELD | OWNER | — |
| GUTIERREZ FRANKLIN THOMAS | CHIEF COMPLIANCE OFFICER | — |
| BALL JAMES C | CCO; CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER (+1 more) | — |
| RAMOS SANDRO LOUIS | CCO; CCO INTERIM; CCO INTERM (+2 more) | — |
| SCHERR ANDREW BRIAN | OWNER | — |
| GIEKER JOSEPH HAROLD | CEO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131631/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131631/similar
- Related entities: https://search.stillhousedata.com/firm/131631/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131631

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.