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| Happy Holidays!! thanks for using AUM13F!! |
| CWA Asset Management Group LLC
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| CRD # | 158940 |
| SEC # | 801-79715 |
| CIK # | 0001667134 |
| AUM | $3.3 B (2025-04-01) |
| Employees | 52 (58% Investors, 2% Brokers) |
| Phone | 239-434-7434 |
| Address | 9130 Galleria Court Naples, FL 34109 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.2 | ||
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Facebook Inc | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| SPDR Gold Trust | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| ORLA Mining Ltd | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | CW Special Opportunities Fund LP | [2022-03-29] | 21.4 | 14.3 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 773 | 0.3 |
| (b) Individuals (high net worth individuals) | 676 | 2.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 48 | 0.0 |
| (h) Charitable organizations | 15 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 63 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 4,208 | 3.3 |
| By Discretionary | ||
| Discretionary | 3,994 | 3.2 |
| Non-Discretionary | 214 | 0.2 |
| Total | 4,208 | 3.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.3 | |
| Total | 4,208 | 3.3 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Lewis Johnson | 32 | ||
| Daniel Cerminara | 25 | ||
| William Beynon | 1 | ||
| Blaine Ferguson | 1 | ||
| CWA FGI Special Opportunities Fund GP LLC | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001667134] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
CWA Asset Management Group LLC
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|
FL | 3.3 |
|
CWA Naples LLC
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|
FL | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
MGO One Seven LLC
✚
|
OH | 4.8 |
|
Baker Avenue Asset Management LP
✚
|
CA | 3.8 |
|
GM Advisory Group LLC
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|
NY | 3.7 |
|
Morton Capital Management LLC
✚
|
CA | 3.0 |
|
Logan Capital Management Inc
✚
|
PA | 2.7 |
|
GHP Investment Advisors Inc
✚
|
CO | 2.7 |
|
New Age Alpha Advisors LLC
✚
|
NY | 2.6 |
|
Punch & Associates Investment Management Inc
✚
|
MN | 2.1 |
|
Eton Advisors Group LLC
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|
NC | 1.9 |
|
ARS Investment Partners LLC
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|
NY | 1.8 |