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Blake David Bollinger

Investment adviser representative at Cwa Asset Management Group
10 yearsExperience
1 stateRegistered 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

10 years in the industry.

  1. Cwa Asset Management Group, LLCFeb 2026 to now
  2. UnemployedJan 2026 to Feb 2026
  3. VioliNov 2025 to Dec 2025
  4. Cwa Asset Management Group, LLCJul 2025 to Nov 2025
  5. Windsor Office SuitesJan 2025 to Jul 2025
  6. Fire House SubsOct 2024 to Dec 2024
  7. Northwestern MutualAug 2024 to Nov 2024
  8. Jersey Mike'sFeb 2024 to Jul 2024
  9. Florida Gulf Coast UniversityJan 2024 to Dec 2025
  10. Four Seasons Wealth ManagementJun 2023 to Aug 2023
  11. Patinella's Chicken GrillMay 2023 to Jul 2023
  12. Tuscaloosa Drug Company 5 PointsSep 2022 to Jan 2023
  13. University of AlabamaAug 2022 to Dec 2023
  14. Northern Jet ManagementNov 2021 to May 2022
  15. PdqAug 2021 to May 2022
  16. Royal ScoopDec 2019 to Apr 2020
  17. All Island Water SportsJun 2019 to Aug 2021
  18. Barron Collier High SchoolAug 2018 to May 2022
  19. Pine Ridge Middle SchoolAug 2016 to May 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (FL).

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
7966633
Firm CRD
158940
Advisor's SEC record (opens in a new tab)
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