CWA ASSET MANAGEMENT GROUP, LLC
Legal name: CWA ASSET MANAGEMENT GROUP
CRD #158940 SEC #801-79715 NAPLES, FL 239-434-7434
SEC Registered Private Funds
Total AUM
$4.1B
Discretionary
$3.9B
Employees
60
Clients
--
Accounts
4,702
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $4.1B | $3.9B | $187.1M | 60 | 1,830 |
| Apr 2025 | $3.3B | $3.2B | $166.6M | 52 | 1,720 |
| Nov 2024 | $2.5B | $2.4B | $145.1M | 51 | 1,515 |
| Oct 2024 | $2.5B | $2.4B | $145.1M | 51 | 1,515 |
| May 2024 | $2.5B | $2.4B | $145.1M | 51 | 1,515 |
| Mar 2024 | $2.5B | $2.4B | $145.1M | 51 | 1,515 |
| Oct 2023 | $2.2B | $2.1B | $90.9M | 47 | 0 |
| Sep 2023 | $2.2B | $2.1B | $90.9M | 47 | 0 |
| Jul 2023 | $2.2B | $2.1B | $90.9M | 47 | 0 |
| Mar 2023 | $2.2B | $2.1B | $90.9M | 47 | 0 |
| Jan 2023 | $2B | $1.9B | $117.2M | 42 | 0 |
| Nov 2022 | $2B | $1.9B | $117.2M | 42 | 0 |
| Nov 2022 | $2B | $1.9B | $117.2M | 42 | 0 |
| Jun 2022 | $2B | $1.9B | $117.2M | 42 | 0 |
| May 2022 | $2B | $1.9B | $117.2M | 42 | 0 |
| May 2022 | $2B | $1.9B | $117.2M | 42 | 0 |
| Mar 2022 | $2B | $1.9B | $117.2M | 42 | 0 |
| Mar 2022 | $1.7B | $1.6B | $96.2M | 41 | 0 |
| Jan 2022 | $1.7B | $1.6B | $96.2M | 41 | 0 |
| Dec 2021 | $1.7B | $1.6B | $96.2M | 41 | 0 |
| Oct 2021 | $1.7B | $1.6B | $96.2M | 41 | 0 |
| Oct 2021 | $1.7B | $1.6B | $96.2M | 41 | 0 |
| Sep 2021 | $1.7B | $1.6B | $96.2M | 41 | 0 |
| Feb 2021 | $1.7B | $1.6B | $96.2M | 41 | 0 |
| Feb 2021 | $1.7B | $1.6B | $96.2M | 41 | 0 |
| Jan 2021 | $1.6B | $1.5B | $79M | 45 | 0 |
| Oct 2020 | $1.6B | $1.5B | $79M | 45 | 0 |
| Sep 2020 | $1.6B | $1.5B | $79M | 45 | 0 |
| Jul 2020 | $1.6B | $1.5B | $79M | 45 | 0 |
| Jun 2020 | $1.6B | $1.5B | $79M | 45 | 0 |
| May 2020 | $1.6B | $1.5B | $79M | 45 | 0 |
| Apr 2020 | $1.6B | $1.5B | $79M | 45 | 0 |
| Mar 2020 | $1.6B | $1.5B | $79M | 45 | 0 |
| Mar 2019 | $1.1B | $1.1B | $65.9M | 45 | 0 |
| Dec 2018 | $1.1B | $978.2M | $72.8M | 35 | 0 |
| Aug 2018 | $1.1B | $978.2M | $72.8M | 35 | 0 |
| Aug 2018 | $1.1B | $978.2M | $72.8M | 35 | 0 |
| May 2018 | $982.9M | $913.1M | $69.8M | 35 | 0 |
| Mar 2018 | $982.9M | $913.1M | $69.8M | 35 | 0 |
| Feb 2018 | $735.9M | $669.3M | $66.7M | 25 | 0 |
| Jan 2018 | $735.9M | $669.3M | $66.7M | 25 | 0 |
| Aug 2017 | $735.9M | $669.3M | $66.7M | 25 | 400 |
| Jun 2017 | $717.5M | $653M | $64.5M | 25 | 400 |
| May 2017 | $717.5M | $653M | $64.5M | 25 | 400 |
| Apr 2017 | $717.5M | $653M | $64.5M | 26 | 400 |
| Mar 2017 | $717.5M | $653M | $64.5M | 25 | 400 |
| Feb 2017 | $507.6M | $450.5M | $57.1M | 25 | 400 |
| Oct 2016 | $507.6M | $450.5M | $57.1M | 25 | 400 |
| Sep 2016 | $507.6M | $450.5M | $57.1M | 26 | 400 |
| Sep 2016 | $441.9M | $385M | $56.9M | 22 | 900 |
| Jun 2016 | $441.9M | $385M | $56.9M | 23 | 900 |
| Apr 2016 | $396.2M | $339.3M | $56.9M | 23 | 900 |
| Apr 2016 | $396.2M | $339.3M | $56.9M | 23 | 900 |
| Mar 2016 | $396.2M | $339.3M | $56.9M | 23 | 900 |
| Jan 2016 | $318.9M | $238.4M | $80.5M | 14 | 200 |
| Jan 2016 | $318.9M | $238.4M | $80.5M | 12 | 200 |
| Dec 2015 | $318.9M | $238.4M | $80.5M | 12 | 200 |
| Aug 2015 | $318.9M | $238.4M | $80.5M | 12 | 200 |
| Jul 2015 | $318.9M | $238.4M | $80.5M | 12 | 200 |
| Jul 2015 | $318.9M | $238.4M | $80.5M | 10 | 200 |
| Jun 2015 | $318.9M | $238.4M | $80.5M | 10 | 200 |
| Jun 2015 | $318.9M | $238.4M | $80.5M | 8 | 200 |
| Jun 2015 | $318.9M | $238.4M | $80.5M | 7 | 200 |
| Feb 2015 | $249.1M | $198.9M | $50.2M | 7 | 300 |
| Oct 2014 | $200.5M | $128.2M | $72.3M | 7 | 200 |
| Oct 2014 | $189.8M | $125.7M | $64.1M | 7 | 200 |
| Oct 2014 | $189.8M | $125.7M | $64.1M | 7 | 200 |
| Oct 2014 | $189.8M | $125.7M | $64.1M | 7 | 200 |
| Oct 2014 | $189.8M | $125.7M | $64.1M | 7 | 200 |
| Jul 2014 | $189.8M | $125.7M | $64.1M | 7 | 200 |
| Jun 2014 | $189.8M | $125.7M | $64.1M | 7 | 200 |
| May 2014 | $128.1M | $72.3M | $55.8M | 6 | 200 |
| May 2014 | $128.1M | $72.3M | $55.8M | 6 | 200 |
| May 2014 | $128.1M | $72.3M | $55.8M | 6 | 200 |
| May 2014 | $128.1M | $72.3M | $55.8M | 6 | 200 |
| Apr 2014 | $128.1M | $72.3M | $55.8M | 6 | 200 |
DateOct 2025
Total AUM$4.1B
Discretionary$3.9B
Non-Disc.$187.1M
Employees60
Clients1,830
DateApr 2025
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$166.6M
Employees52
Clients1,720
DateNov 2024
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$145.1M
Employees51
Clients1,515
DateOct 2024
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$145.1M
Employees51
Clients1,515
DateMay 2024
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$145.1M
Employees51
Clients1,515
DateMar 2024
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$145.1M
Employees51
Clients1,515
DateOct 2023
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$90.9M
Employees47
Clients0
DateSep 2023
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$90.9M
Employees47
Clients0
DateJul 2023
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$90.9M
Employees47
Clients0
DateMar 2023
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$90.9M
Employees47
Clients0
DateJan 2023
Total AUM$2B
Discretionary$1.9B
Non-Disc.$117.2M
Employees42
Clients0
DateNov 2022
Total AUM$2B
Discretionary$1.9B
Non-Disc.$117.2M
Employees42
Clients0
DateNov 2022
Total AUM$2B
Discretionary$1.9B
Non-Disc.$117.2M
Employees42
Clients0
DateJun 2022
Total AUM$2B
Discretionary$1.9B
Non-Disc.$117.2M
Employees42
Clients0
DateMay 2022
Total AUM$2B
Discretionary$1.9B
Non-Disc.$117.2M
Employees42
Clients0
DateMay 2022
Total AUM$2B
Discretionary$1.9B
Non-Disc.$117.2M
Employees42
Clients0
DateMar 2022
Total AUM$2B
Discretionary$1.9B
Non-Disc.$117.2M
Employees42
Clients0
DateMar 2022
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$96.2M
Employees41
Clients0
DateJan 2022
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$96.2M
Employees41
Clients0
DateDec 2021
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$96.2M
Employees41
Clients0
DateOct 2021
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$96.2M
Employees41
Clients0
DateOct 2021
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$96.2M
Employees41
Clients0
DateSep 2021
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$96.2M
Employees41
Clients0
DateFeb 2021
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$96.2M
Employees41
Clients0
DateFeb 2021
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$96.2M
Employees41
Clients0
DateJan 2021
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$79M
Employees45
Clients0
DateOct 2020
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$79M
Employees45
Clients0
DateSep 2020
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$79M
Employees45
Clients0
DateJul 2020
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$79M
Employees45
Clients0
DateJun 2020
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$79M
Employees45
Clients0
DateMay 2020
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$79M
Employees45
Clients0
DateApr 2020
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$79M
Employees45
Clients0
DateMar 2020
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$79M
Employees45
Clients0
DateMar 2019
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$65.9M
Employees45
Clients0
DateDec 2018
Total AUM$1.1B
Discretionary$978.2M
Non-Disc.$72.8M
Employees35
Clients0
DateAug 2018
Total AUM$1.1B
Discretionary$978.2M
Non-Disc.$72.8M
Employees35
Clients0
DateAug 2018
Total AUM$1.1B
Discretionary$978.2M
Non-Disc.$72.8M
Employees35
Clients0
DateMay 2018
Total AUM$982.9M
Discretionary$913.1M
Non-Disc.$69.8M
Employees35
Clients0
DateMar 2018
Total AUM$982.9M
Discretionary$913.1M
Non-Disc.$69.8M
Employees35
Clients0
DateFeb 2018
Total AUM$735.9M
Discretionary$669.3M
Non-Disc.$66.7M
Employees25
Clients0
DateJan 2018
Total AUM$735.9M
Discretionary$669.3M
Non-Disc.$66.7M
Employees25
Clients0
DateAug 2017
Total AUM$735.9M
Discretionary$669.3M
Non-Disc.$66.7M
Employees25
Clients400
DateJun 2017
Total AUM$717.5M
Discretionary$653M
Non-Disc.$64.5M
Employees25
Clients400
DateMay 2017
Total AUM$717.5M
Discretionary$653M
Non-Disc.$64.5M
Employees25
Clients400
DateApr 2017
Total AUM$717.5M
Discretionary$653M
Non-Disc.$64.5M
Employees26
Clients400
DateMar 2017
Total AUM$717.5M
Discretionary$653M
Non-Disc.$64.5M
Employees25
Clients400
DateFeb 2017
Total AUM$507.6M
Discretionary$450.5M
Non-Disc.$57.1M
Employees25
Clients400
DateOct 2016
Total AUM$507.6M
Discretionary$450.5M
Non-Disc.$57.1M
Employees25
Clients400
DateSep 2016
Total AUM$507.6M
Discretionary$450.5M
Non-Disc.$57.1M
Employees26
Clients400
DateSep 2016
Total AUM$441.9M
Discretionary$385M
Non-Disc.$56.9M
Employees22
Clients900
DateJun 2016
Total AUM$441.9M
Discretionary$385M
Non-Disc.$56.9M
Employees23
Clients900
DateApr 2016
Total AUM$396.2M
Discretionary$339.3M
Non-Disc.$56.9M
Employees23
Clients900
DateApr 2016
Total AUM$396.2M
Discretionary$339.3M
Non-Disc.$56.9M
Employees23
Clients900
DateMar 2016
Total AUM$396.2M
Discretionary$339.3M
Non-Disc.$56.9M
Employees23
Clients900
DateJan 2016
Total AUM$318.9M
Discretionary$238.4M
Non-Disc.$80.5M
Employees14
Clients200
DateJan 2016
Total AUM$318.9M
Discretionary$238.4M
Non-Disc.$80.5M
Employees12
Clients200
DateDec 2015
Total AUM$318.9M
Discretionary$238.4M
Non-Disc.$80.5M
Employees12
Clients200
DateAug 2015
Total AUM$318.9M
Discretionary$238.4M
Non-Disc.$80.5M
Employees12
Clients200
DateJul 2015
Total AUM$318.9M
Discretionary$238.4M
Non-Disc.$80.5M
Employees12
Clients200
DateJul 2015
Total AUM$318.9M
Discretionary$238.4M
Non-Disc.$80.5M
Employees10
Clients200
DateJun 2015
Total AUM$318.9M
Discretionary$238.4M
Non-Disc.$80.5M
Employees10
Clients200
DateJun 2015
Total AUM$318.9M
Discretionary$238.4M
Non-Disc.$80.5M
Employees8
Clients200
DateJun 2015
Total AUM$318.9M
Discretionary$238.4M
Non-Disc.$80.5M
Employees7
Clients200
DateFeb 2015
Total AUM$249.1M
Discretionary$198.9M
Non-Disc.$50.2M
Employees7
Clients300
DateOct 2014
Total AUM$200.5M
Discretionary$128.2M
Non-Disc.$72.3M
Employees7
Clients200
DateOct 2014
Total AUM$189.8M
Discretionary$125.7M
Non-Disc.$64.1M
Employees7
Clients200
DateOct 2014
Total AUM$189.8M
Discretionary$125.7M
Non-Disc.$64.1M
Employees7
Clients200
DateOct 2014
Total AUM$189.8M
Discretionary$125.7M
Non-Disc.$64.1M
Employees7
Clients200
DateOct 2014
Total AUM$189.8M
Discretionary$125.7M
Non-Disc.$64.1M
Employees7
Clients200
DateJul 2014
Total AUM$189.8M
Discretionary$125.7M
Non-Disc.$64.1M
Employees7
Clients200
DateJun 2014
Total AUM$189.8M
Discretionary$125.7M
Non-Disc.$64.1M
Employees7
Clients200
DateMay 2014
Total AUM$128.1M
Discretionary$72.3M
Non-Disc.$55.8M
Employees6
Clients200
DateMay 2014
Total AUM$128.1M
Discretionary$72.3M
Non-Disc.$55.8M
Employees6
Clients200
DateMay 2014
Total AUM$128.1M
Discretionary$72.3M
Non-Disc.$55.8M
Employees6
Clients200
DateMay 2014
Total AUM$128.1M
Discretionary$72.3M
Non-Disc.$55.8M
Employees6
Clients200
DateApr 2014
Total AUM$128.1M
Discretionary$72.3M
Non-Disc.$55.8M
Employees6
Clients200