Awm Capital, LLC

Awm Capital, LLC (CRD# 287980) is a financial advisory firm headquartered in Phoenix, AZ. They manage $530,893,901 in 1,626 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    531
    MILLION
  • Total Number of Accounts
    1,626
    ACCOUNTS
  • Average Account Value
    $326,503
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, IN, LA, MA, MO, NC, NH, NV, OH, SC, TN, TX, WA

Financial Advisors at Awm Capital, LLC
Showing 1 - 10 of 18 top financial advisors.
1
Brandon L. Averill
CRD#: 5781614
612 S Broadway, Floor 4, Los Angeles, CA 90014

Brandon is the Managing Partner at AWM Capital. Brandon loves the impact that he can have on the lives of the clients that he works with and supporting them in their growth whether that’s as an athlete or in building a company.

 

In 2016, Brandon was named by Investment News as one the top 40 financial advisers in the industry under age 40.

 

Before AWM, Brandon served as an assistant vice president with Union Bank’s Northern California Corporate Banking team. Earlier, he was a professional athlete having been drafted by the Houston Astros out of UCLA. While at UCLA, Brandon was the team’s co-captain and graduated with a BA in Sociology and minor in Political Science.

 

Brandon is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and holds the Certificate in Investment Performance Measurement (CIPM®) from the Chartered Financial Analyst Institute (CFA).

 

In 2018, Brandon earned the Certified Private Wealth Advisor® certification through the University of Chicago Booth School of Business.

 

Advanced Designations & Certifications
Certified Private Wealth Advisor (CPWA®)
Certified Financial Planner (CFP®)
Certificate in Investment Performance Measurement (CIPM®)

 

Education
The University of Chicago Booth School of Business – CPWA Certificate
UCLA – Certificate of Personal Financial Planning
UCLA – B.A. Sociology, minor in Political Science

2
Erik D. Averill
CRD#: 5427694
1 N. 1st Street, Suite 700, Phoenix, AZ 85004

Erik D. Averill, CFP is a Senior Wealth Manager and Managing Partner of the Athlete Wealth division at Penniall & Associates, Inc.

 

Athlete Wealth is a full service financial and life management company and family office that specializes in helping professional athletes, entertainers and entrepreneurs maximize their wealth to live exceptional lives & build their legacy. 

 

Our mission for the past 33 years has been to provide unbiased, comprehensive wealth management solutions for families of substantial wealth. Utilizing our time tested proprietary system we give you the confidence, control, and peace of mind that you are meeting your financial goals.

 

His combination as a Certified Financial Planner™ professional and former professional athlete makes him one of the leading wealth managers for professional athletes. 

3
Travis C. Chick
CRD#: 6341766
2325 Oak Alley, Tyler, TX 75703
Travis Chick (CRD# 6341766) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Tyler, TX and has 1 year of experience in the finance industry.
4
Justin M. Dyer
CRD#: 5474967
612 S Broadway, Floor 4, Los Angeles, CA 90014

Justin Dyer (CRD# 5474967) is an Investment Advisor Representative working at Awm Capital, LLC in Los Angeles, CA and has over 15 years of experience in the finance industry.

5
Aaron D. Goldberg
CRD#: 6575701
612 S Broadway, Floor 4, Los Angeles, CA 90014

Aaron Goldberg (CRD# 6575701) is an Investment Advisor Representative working at Awm Capital, LLC in Los Angeles, CA and has over 7 years of experience in the finance industry.

6
Robert D. McConchie
CRD#: 5912998
1 N. 1st Street, Suite 700, Phoenix, AZ 85004

Robert McConchie (CRD# 5912998) is an Investment Advisor Representative working at Awm Capital, LLC in Phoenix, AZ and has 1 year of experience in the finance industry.

7
Samuel O. Acho
CRD#: 7574477
Dallas, TX

Samuel Acho (CRD# 7574477) is an Investment Advisor Representative working at Awm Capital, LLC in Dallas, TX and has 1 year of experience in the finance industry.

8
Chase K. Dominguez
CRD#: 7305647
612 S Broadway, Floor 4, Los Angeles, CA 90014

Chase Dominguez (CRD# 7305647) is an Investment Advisor Representative working at Awm Capital, LLC in Los Angeles, CA and has over 3 years of experience in the finance industry.

9
Mena R. Hanna
CRD#: 7027250
612 S Broadway, Los Angeles, CA 90014

Mena Hanna (CRD# 7027250) is an Investment Advisor Representative working at Awm Capital, LLC in Los Angeles, CA and has over 4 years of experience in the finance industry.

10
Clayton T. Kimball
CRD#: 7522734
612 S Broadway, Floor 4, Los Angeles, CA 90014

Clayton Kimball (CRD# 7522734) is an Investment Advisor Representative working at Awm Capital, LLC in Los Angeles, CA and has over 2 years of experience in the finance industry.

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