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SVP, RIA Operations · CWM, LLC

John T. Boyle

CRD 1242536 · Named on Form ADV at 2 SEC-registered advisers

At a glance

CWM, LLC, an SEC-registered wealth manager based in Omaha, NE with $50.6 billion in regulatory assets, lists John T. Boyle on its Form ADV as SVP, RIA Operations, a control person. The SEC filings also name John at 1 other registered adviser.

Firms and roles

  • CWM, LLCSVP, RIA OperationsWealth manager · Omaha, NE · $51B in regulatory assets
  • Carson Group InvestingSVP, RIA OperationsAsset manager · Omaha, NE · $2.0B in regulatory assets

AtlasMembers

John’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.