William Nick Beynon
Investment adviser representative at Cwa Asset Management Group
22 yearsExperience
2 statesRegistered in
$4.5BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Gyroscope Capital Wealth Management Group, LLC.Apr 2022 to now
- Fundamental Global InvestorsApr 2014 to now
- Fgi Investment Strategies, LLCNov 2013 to now
- Tcg NaplesJan 2013 to now
- 5th Ave Brokerage LLCOct 2011 to now
- Cwa Asset Management Group, LLCAug 2011 to now
- Capital Consulting Group, LLC d/b/a Capital Wealth AdvisorsJun 2007 to now
- Capital Wealth Advisors, Inc. d/b/a- CwaDec 2004 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 2 states (FL, NC).
Cwa Asset Management Group
Legal name: Cwa Asset Management Group, LLC
$4.5BAssets managed
1,976Clients
48Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2849087
- Firm CRD
- 158940