# CWM ADVISORY, LLC

CWM ADVISORY, LLC of OCEAN PINES, MD is an SEC-registered investment adviser.

## Registration

- CRD: 299923
- Type: SEC-registered investment adviser
- SEC file number: 801-135493
- Location: 11202 RACETRACK ROAD, STE 102, OCEAN PINES, MD, 21811
- Phone: (410) 208-1091
- Latest filing: 2026-06-23
- Regulatory AUM: $101.0M
- Discretionary AUM: $100.1M
- Non-discretionary AUM: $843K
- Clients: 6
- Accounts: 559

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, Pensions, Charities

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Harold Lynn Carmean | PRESIDENT & MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Tristan L Jacobi | MANAGING PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299923/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299923/similar
- Related entities: https://search.stillhousedata.com/firm/299923/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299923

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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.