Daniel Urbano Lemus
Investment adviser representative at Awm Capital, LLC
10 yearsExperience
2 statesRegistered in
$1.5BFirm assets
7 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Awm Capital, LLCJun 2026 to now
- UnemployedDec 2025 to Jun 2026
- New York LifeJun 2025 to Nov 2025
- Baylor UniversityAug 2021 to May 2025
- StudentJan 2016 to Aug 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 8103120
- Firm CRD
- 287980