Cfw Capital Management Inc (Prairie Village)

Cfw Capital Management Inc is a large advisory firm based in Prairie Village. It manages $52.39 million of regulatory assets for 32 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Kansas and Missouri.

Cfw Capital Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Cfw Capital Management: assets under management

The assets under management (AUM) of Cfw Capital Management Inc is $52.39 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -60% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $52.39 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.64 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Cfw Capital Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Cfw Capital Management Inc

James Owen Mcpherson has been acting as President since 1 Oct 1982. Greg Hodlewsky joined the executive team most recently as the Senior Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Owen Mcpherson	President	1 Oct 1982	75% - 100%	330324
Greg Hodlewsky	Senior vice president	1 Oct 1998	Other	1689050

Based in Prairie Village

The principal office where Cfw Capital Management Inc performs its advisory services is located at 1900 West 75 Th Street, Suite 220, Prairie Village, KS 66208, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.