GWD CAPITAL MANAGEMENT, LLC

GWD CAPITAL MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 310471). Regulatory assets under management: $19.5M.

Registration

• CRD: 310471
• Type: Registered investment adviser
• Phone: 972-304-5040
• Latest filing: 2026-01-02
• Regulatory AUM: $19.5M
• Discretionary AUM: $19.5M
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310471 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search