CWA ASSET MANAGEMENT GROUP, LLC of NAPLES, FL is an SEC-registered investment adviser (CRD 158940). Regulatory assets under management: $4.5B.
Compensation: % of AUM, Fixed, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations, Investment cos.
| Name | Role | Location |
|---|---|---|
| Wilson Allen | OWNER/MANAGER | Shavano Park, TX |
| Blaine Michael Ferguson | CHIEF OPERATING OFFICER, MEMBER; MANAGING MEMBER, CHIEF OPERATING OFFICER | — |
| William Nick Beynon | MANAGING MEMBER; MEMBER | — |
| Kimberly Ruth Key | CHIEF COMPLIANCE OFFICER | — |
| Lewis Mckay Johnson | MANAGER; MEMBER | — |
| Joseph Hugh Moglia | MEMBER | — |
| Richard Karl Knepfler | CHIEF FINANCIAL OFFICER | — |
| George Allen Wilson | PROFIT INTEREST OWNER | — |
| MOGLIA JOSEPH HUGH | MEMBER; OWNER | — |
| FERGUSON BARRY MICHAEL | CHIEF OPERATING OFFICER, MEMBER; MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER (+2 more) | — |
| BEYNON WILLIAM NICK | MANAGING MEMBER; MEMBER | — |
| CERMINARA DANIEL KYLE | OWNER | — |
| JOHNSON LEWIS MCKAY | MANAGER; MEMBER; OWNER | — |
| SUTTON JEFFREY LANCE | CHIEF COMPLIANCE OFFICER | — |
| KEY KIMBERLY RUTH | CHIEF COMPLIANCE OFFICER | — |
| Johnson Lee Carol Robinson | OWNER | — |
| ERNDL KEVIN M | MEMBER | — |
| KNEPFLER RICHARD KARL | CHIEF FINANCIAL OFFICER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| CW SPECIAL OPPORTUNITIES FUND, LP | Hedge Fund | Delaware | 26 | $13.9M | $500K |
| GLOBAL NEW LEADERS FUND, LP | Hedge Fund | Delaware | 9 | $9.9M | $500K |
| CWA PRIVATE GATEWAY FUND, LP | Hedge Fund | Delaware | 21 | — | $500K |
| City | State | Employees | Phone |
|---|---|---|---|
| CHARLOTTE | NC | 5 | (704) 931-3540 |
| ERIE | PA | 3 | (582) 234-5143 |
| CARY | NC | 1 | 2394347434 |
| JOHNSTON | PA | 1 | (814) 738-7656 |