# CW INSTITUTIONAL, LLC

CW INSTITUTIONAL, LLC of NAPLES, FL is an SEC-registered investment adviser.

## Registration

- CRD: 313549
- Type: SEC-registered investment adviser
- SEC file number: 801-120966
- Location: 9130 GALLERIA COURT, 3RD FLOOR, NAPLES, FL, 34109
- Phone: 239-434-7434
- Latest filing: 2024-11-06
- Regulatory AUM: $32.8M
- Discretionary AUM: $32.8M
- Clients: 10
- Accounts: 2

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| MOGLIA JOSEPH HUGH | MEMBER | — |
| FERGUSON BARRY MICHAEL | MANAGING MEMBER; MANAGING MEMBER, CHIEF OPERATING OFFICER; MEMBER | — |
| BEYNON WILLIAM NICK | MANAGING MEMBER; MEMBER | — |
| JOHNSON LEWIS MCKAY | MEMBER | — |
| KEY KIMBERLY RUTH | CHIEF COMPLIANCE OFFICER | — |
| ERNDL KEVIN M | MEMBER | — |
| ABRAHAM ZEV WARREN | MEMBER | — |
| KNEPFLER RICHARD KARL | CHIEF FINANCIAL OFFICER | — |


## Fund service providers (1)

- administrator: SS&C TECHNOLOGIES INC. — 2 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/313549/brochure
- Similar advisers: https://search.stillhousedata.com/firm/313549/similar
- Related entities: https://search.stillhousedata.com/firm/313549/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/313549

---

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.