Asset manager · Lake Oswego, OR
CWC Advisors, LLC
SEC-registered investment adviser · CRD 127739 · SEC 801-62369
At a glance
CWC Advisors, LLC is an SEC-registered investment adviser based in Lake Oswego, Oregon, with $445 million in regulatory assets under management as of its Form ADV filed April 14, 2026. Its largest client group by assets is charitable organizations, and it reports 231 individual clients. By Form ADV it is a asset manager, ranked 1,737th of 3,218 asset managers and 8,308th of 17,210 SEC-registered advisers by assets.
Main office 503-968-0950cwcadvisors.comAs filed on Form ADV
- Regulatory AUM
- $445M
- Rank among asset managers
- #1,737 of 3,218
- Rank among all SEC RIAs
- #8,308 of 17,210
- Rank in Oregon
- #67 of 156
- Individual clients
- 231
- High-net-worth clients
- 231
- Accounts
- 1,189
- Discretionary
- 98% of AUM
- Employees
- 9
- Advisory staff
- 8
- Offices
- 3
Owners and executives on its Form ADV
- Gary R. WoolworthPresident/chief Compliance Officer
- Thane A. ClelandChief Executive Officer, Chief Investment Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Charitable organizations | – | $206M | 46% |
| High-net-worth individuals | 231 | $200M | 45% |
| Pooled investment vehicles | 1 | $39M | 9% |
Private funds
CWC Advisors, LLC reports 1 private funds with $39M in gross assets: real estate funds (Form ADV Item 7.B).
Disciplinary disclosures
CWC Advisors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗cwcadvisors.com ↗
AtlasMembers
The full record on CWC Advisors, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 986 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does CWC Advisors, LLC manage?
CWC Advisors, LLC reports $445 million in regulatory assets under management across 1,189 accounts, 98% of it on a discretionary basis, on its Form ADV filed April 14, 2026.
What kind of firm is CWC Advisors, LLC?
CWC Advisors, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are CWC Advisors, LLC’s clients?
By assets, its largest client types are charitable organizations ($206 million); high-net-worth individuals ($200 million, 231 clients); pooled investment vehicles ($39 million, 1 clients).
Does CWC Advisors, LLC manage private funds?
Yes. It reports 1 private funds with $39 million in gross assets, including real estate funds.
Does CWC Advisors, LLC have any disciplinary history?
CWC Advisors, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is CWC Advisors, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-04-14), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →