Cwm Advisory, LLC

Cwm Advisory, LLC (CRD# 299923) is a financial advisory firm headquartered in Ocean Pines, MD. They manage $67,731,629 in 492 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
11202 Racetrack Road, Ste 102, Ocean Pines, MD 21811
https://www.mycwmanagement.com
By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    492
    ACCOUNTS
  • Average Account Value
    $137,666
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

DE, MD, PA, TX, VA

Financial Advisors at Cwm Advisory, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Harold Carmean, financial advisor Ocean Pines MD
Harold L. Carmean
CRD#: 3201337
11202 Racetrack Road, Ste 102, Ocean Pines, MD 21811

Harold Carmean (CRD# 3201337) is an Investment Advisor Representative working at Cwm Advisory, LLC in Ocean Pines, MD and has over 25 years of experience in the finance industry.

2
Tristan Jacobi, financial advisor Ocean Pines MD
Tristan L. Jacobi
CRD#: 7027883
11202 Racetrack Road, Ste 102, Ocean Pines, MD 21811

Tristan Jacobi (CRD# 7027883) is an Investment Advisor Representative working at Cwm Advisory, LLC in Ocean Pines, MD and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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