Joshua Mcalister
Investment adviser representative at Awm Capital, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Awm Capital, LLCDec 2018 to now
- KpmgAug 2015 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
Awm Capital, LLC
$1.5BAssets managed
467Clients
29Advisers
7 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
- 7253645
- Firm CRD
- 287980