Eli Daugs
Investment adviser representative at Cwm, LLC
11 yearsExperience
3 statesRegistered in
$50.6BFirm assets
15 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 assetsHourlyFixed or flat feeOther
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.
- Harrison Wallace Financial Group, LtdOct 2024 to now
- Cwm, LLCMar 2024 to now
- Carson GroupAug 2023 to Oct 2024
- Carson GroupJun 2022 to Aug 2022
- University of TampaAug 2019 to Jul 2023
- Mundelein HighschoolAug 2017 to Jun 2019
- Carmel Catholic HighschoolAug 2015 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 3 states (IL, NE, TN).
Cwm, LLC
$50.6BAssets managed
52,669Clients
658Advisers
15 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
- 7564856
- Firm CRD
- 155344