BWS INVESTMENT MANAGEMENT, LLC

BWS INVESTMENT MANAGEMENT, LLC of HOUSTON, TX is an SEC-registered investment adviser (CRD 316686). Regulatory assets under management: $64.0M.

Registration

• CRD: 316686
• Type: Registered investment adviser
• Location: 13100 WORTHAM CENTER DR, HOUSTON, TX, 77065
• Phone: 832-534-3516
• Latest filing: 2026-03-19
• Regulatory AUM: $64.0M
• Discretionary AUM: $64.0M
• Clients: 5
• Accounts: 354

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316686 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search