Data / Investment advisers / Oregon / CWC Advisors, LLC
CWC Advisors, LLC, Lake Oswego, OR: $445 million AUM, SEC registered investment adviser
CWC Advisors, LLC is an SEC registered investment adviser with its main office in Lake Oswego, Oregon and reports $445 million in regulatory assets under management in its Form ADV filed April 14, 2026. Its clients include charitable organizations, high net worth individuals and pooled investment vehicles. It is paid through a percentage of assets under management and fixed fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 127739
- SEC file number
- 801-62369
- SEC status
- Approved, effective October 2, 2003
- Main office
- 5800 Meadows Road Suite 230, Lake Oswego, OR 97035
- Phone
- (503) 968-0950
- Website
- cwcgroup.com
- Regulatory AUM
- $445,346,348 in the Form ADV filed April 14, 2026
- Discretionary AUM
- $436,514,196
- Non discretionary AUM
- $8,832,152
- Accounts
- 1,189
- Employees
- 9, of which 8 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Private funds
- 1: 1 real estate fund
- Gross assets of private funds
- $39,253,611
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 14, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $206.3 million |
| High net worth individuals | 231 | $199.7 million |
| Pooled investment vehicles | 1 | $39.3 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $445.3 million | March 26, 2026 |
| December 1, 2025 | $421.5 million | March 26, 2025 |
Other advisers in Lake Oswego
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Allium Financial Advisors, LLC | Lake Oswego | $733.5 million | Not listed | adviserinfo.sec.gov |
| Northmarq Fund Management, LLC | Lake Oswego | $541.3 million | Not listed | adviserinfo.sec.gov |
| 801 West Capital Management, LLC | Lake Oswego | $515.9 million | 4 | adviserinfo.sec.gov |
| Pacific Ridge Capital Partners, LLC | Lake Oswego | $494.6 million | Not listed | adviserinfo.sec.gov |
| Retirement Consulting Group, Inc. | Lake Oswego | $457 million | Not listed | adviserinfo.sec.gov |
| Panoramic Capital Partners LLC | Lake Oswego | $392.7 million | Not listed | adviserinfo.sec.gov |
| Bridge City Capital, LLC | Lake Oswego | $354.7 million | Not listed | adviserinfo.sec.gov |
| Vergepointe Wealth Management, LLC | Lake Oswego | $283.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Lake Oswego, OR
- Investment advisers in Oregon
- Advisers with $100 million to $500 million in AUM
- Advisers serving charitable organizations
- Advisers serving high net worth individuals
- Advisers that manage private funds
- CWC Advisors, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.