CWC ADVISORS, LLC
CRD #127739 SEC #801-62369 LAKE OSWEGO, OR 503-968-0950
SEC Registered Private Funds
Total AUM
$421.5M
Discretionary
$415.7M
Employees
9
Clients
51
Accounts
1,138
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $421.5M | $415.7M | $5.8M | 9 | 0 |
| Mar 2024 | $163.5M | $159.7M | $3.8M | 9 | 0 |
| Mar 2023 | $147.9M | $144.7M | $3.1M | 7 | 0 |
| Oct 2022 | $152.5M | $148.8M | $3.8M | 5 | 0 |
| Mar 2022 | $152.5M | $148.8M | $3.8M | 5 | 0 |
| Mar 2021 | $122.5M | $118.8M | $3.7M | 7 | 0 |
| Jun 2020 | $111.8M | $108.4M | $3.4M | 7 | 0 |
| May 2020 | $111.8M | $108.4M | $3.4M | 7 | 0 |
| Mar 2020 | $142.3M | $138.9M | $3.4M | 7 | 0 |
| Mar 2019 | $95.4M | $92.3M | $3.1M | 7 | 0 |
| Mar 2018 | $93.5M | $90.2M | $3.3M | 7 | 0 |
| Mar 2017 | $108.4M | $101.9M | $6.5M | 7 | 200 |
| May 2016 | $109.1M | $101.5M | $7.6M | 5 | 200 |
| Apr 2016 | $109.1M | $101.5M | $7.6M | 5 | 200 |
| Mar 2016 | $109.1M | $101.5M | $7.6M | 5 | 200 |
| Apr 2015 | $94.5M | $89.6M | $4.8M | 5 | 200 |
| Feb 2015 | $94.5M | $89.6M | $4.8M | 5 | 200 |
| Mar 2014 | $90.4M | $81.1M | $9.3M | 5 | 200 |
| Mar 2013 | $114.5M | $105.9M | $8.6M | 5 | 200 |
| Mar 2012 | $200.5M | $172.4M | $28.1M | 1 | 200 |
| May 2011 | $219.8M | $213.8M | $5.9M | 5 | -- |
| Feb 2011 | $219.8M | $213.8M | $5.9M | 5 | -- |
| Feb 2011 | $219.8M | $213.8M | $5.9M | 5 | -- |
| Jan 2011 | $219.8M | $213.8M | $5.9M | 5 | -- |
| Mar 2010 | $101.9M | $95.3M | $6.7M | 5 | -- |
| Mar 2009 | $78M | $71.2M | $6.8M | 10 | -- |
| Mar 2008 | $106M | $96M | $10M | 10 | -- |
| Jan 2007 | $75.2M | $75.2M | $0 | 5 | -- |
| Mar 2006 | $110.2M | $63.7M | $46.5M | 5 | -- |
| Jan 2006 | $69.4M | $62.9M | $6.4M | 5 | -- |
| Dec 2005 | $69.4M | $62.9M | $6.4M | 5 | -- |
| Sep 2005 | $69.4M | $62.9M | $6.4M | 5 | -- |
| Sep 2005 | $48.5M | $41.8M | $6.7M | 5 | -- |
| Jan 2004 | $32.7M | $28.3M | $4.4M | 5 | -- |
DateMar 2025
Total AUM$421.5M
Discretionary$415.7M
Non-Disc.$5.8M
Employees9
Clients0
DateMar 2024
Total AUM$163.5M
Discretionary$159.7M
Non-Disc.$3.8M
Employees9
Clients0
DateMar 2023
Total AUM$147.9M
Discretionary$144.7M
Non-Disc.$3.1M
Employees7
Clients0
DateOct 2022
Total AUM$152.5M
Discretionary$148.8M
Non-Disc.$3.8M
Employees5
Clients0
DateMar 2022
Total AUM$152.5M
Discretionary$148.8M
Non-Disc.$3.8M
Employees5
Clients0
DateMar 2021
Total AUM$122.5M
Discretionary$118.8M
Non-Disc.$3.7M
Employees7
Clients0
DateJun 2020
Total AUM$111.8M
Discretionary$108.4M
Non-Disc.$3.4M
Employees7
Clients0
DateMay 2020
Total AUM$111.8M
Discretionary$108.4M
Non-Disc.$3.4M
Employees7
Clients0
DateMar 2020
Total AUM$142.3M
Discretionary$138.9M
Non-Disc.$3.4M
Employees7
Clients0
DateMar 2019
Total AUM$95.4M
Discretionary$92.3M
Non-Disc.$3.1M
Employees7
Clients0
DateMar 2018
Total AUM$93.5M
Discretionary$90.2M
Non-Disc.$3.3M
Employees7
Clients0
DateMar 2017
Total AUM$108.4M
Discretionary$101.9M
Non-Disc.$6.5M
Employees7
Clients200
DateMay 2016
Total AUM$109.1M
Discretionary$101.5M
Non-Disc.$7.6M
Employees5
Clients200
DateApr 2016
Total AUM$109.1M
Discretionary$101.5M
Non-Disc.$7.6M
Employees5
Clients200
DateMar 2016
Total AUM$109.1M
Discretionary$101.5M
Non-Disc.$7.6M
Employees5
Clients200
DateApr 2015
Total AUM$94.5M
Discretionary$89.6M
Non-Disc.$4.8M
Employees5
Clients200
DateFeb 2015
Total AUM$94.5M
Discretionary$89.6M
Non-Disc.$4.8M
Employees5
Clients200
DateMar 2014
Total AUM$90.4M
Discretionary$81.1M
Non-Disc.$9.3M
Employees5
Clients200
DateMar 2013
Total AUM$114.5M
Discretionary$105.9M
Non-Disc.$8.6M
Employees5
Clients200
DateMar 2012
Total AUM$200.5M
Discretionary$172.4M
Non-Disc.$28.1M
Employees1
Clients200
DateMay 2011
Total AUM$219.8M
Discretionary$213.8M
Non-Disc.$5.9M
Employees5
Clients--
DateFeb 2011
Total AUM$219.8M
Discretionary$213.8M
Non-Disc.$5.9M
Employees5
Clients--
DateFeb 2011
Total AUM$219.8M
Discretionary$213.8M
Non-Disc.$5.9M
Employees5
Clients--
DateJan 2011
Total AUM$219.8M
Discretionary$213.8M
Non-Disc.$5.9M
Employees5
Clients--
DateMar 2010
Total AUM$101.9M
Discretionary$95.3M
Non-Disc.$6.7M
Employees5
Clients--
DateMar 2009
Total AUM$78M
Discretionary$71.2M
Non-Disc.$6.8M
Employees10
Clients--
DateMar 2008
Total AUM$106M
Discretionary$96M
Non-Disc.$10M
Employees10
Clients--
DateJan 2007
Total AUM$75.2M
Discretionary$75.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$110.2M
Discretionary$63.7M
Non-Disc.$46.5M
Employees5
Clients--
DateJan 2006
Total AUM$69.4M
Discretionary$62.9M
Non-Disc.$6.4M
Employees5
Clients--
DateDec 2005
Total AUM$69.4M
Discretionary$62.9M
Non-Disc.$6.4M
Employees5
Clients--
DateSep 2005
Total AUM$69.4M
Discretionary$62.9M
Non-Disc.$6.4M
Employees5
Clients--
DateSep 2005
Total AUM$48.5M
Discretionary$41.8M
Non-Disc.$6.7M
Employees5
Clients--
DateJan 2004
Total AUM$32.7M
Discretionary$28.3M
Non-Disc.$4.4M
Employees5
Clients--