RIA Intelligence

CWA NAPLES, LLC

CRD #166489 SEC #801-113065 NAPLES, FL 239-434-7434
SEC Registered
Total AUM
$190.6M
Discretionary
$190.6M
Employees
8
Clients
--
Accounts
18

Firm Details

Organization Type
Limited Liability Company
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 19, 2022
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BEYNON, WILLIAM, NICKIMANAGING MEMBERNA Control
BEYNON, WILLIAM, NICKIMANAGING MEMBERNA Control
BEYNON, WILLIAM, NICKIMANAGING MEMBERNA Control
BEYNON, WILLIAM, NICKIMANAGING MEMBERNA Control
BEYNON, WILLIAM, NICKIMANAGING MEMBERNA Control
BEYNON, WILLIAM, NICKIMANAGING MEMBERNA Control
BEYNON, WILLIAM, NICKIMANAGING MEMBERNA Control
BEYNON, WILLIAM, NICKIMANAGING MEMBERNA Control
BEYNON, WILLIAM, NICKIMANAGING MEMBERNA Control
BEYNON, WILLIAM, NICKIMANAGING MEMBERNA Control
FERGUSON, BLAINE, MICHAELIMANAGING MEMBERNA Control
FERGUSON, BLAINE, MICHAELIMANAGING MEMBERNA Control
FERGUSON, BLAINE, MICHAELIMANAGING MEMBERNA Control
FERGUSON, BLAINE, MICHAELIMANAGING MEMBERNA Control
FERGUSON, BLAINE, MICHAELIMANAGING MEMBERNA Control
FERGUSON, BLAINE, MICHAELIMANAGING MEMBERNA Control
FERGUSON, BLAINE, MICHAELIMANAGING MEMBERNA Control
FERGUSON, BLAINE, MICHAELIMANAGING MEMBERNA Control
FERGUSON, BLAINE, MICHAELIMANAGING MEMBERNA Control
FERGUSON, BLAINE, MICHAELIMANAGING MEMBERNA Control
JOHNSON, LEWIS, MCKAYIMANAGERNA Control
JOHNSON, LEWIS, MCKAYIMANAGERNA Control
JOHNSON, LEWIS, MCKAYIMANAGERNA Control
JOHNSON, LEWIS, MCKAYIMANAGERNA Control
KEY, KIMBERLY, RUTHICHIEF COMPLIANCE OFFICERNA Control
KEY, KIMBERLY, RUTHICHIEF COMPLIANCE OFFICERNA Control
KEY, KIMBERLY, RUTHICHIEF COMPLIANCE OFFICERNA Control
KEY, KIMBERLY, RUTHICHIEF COMPLIANCE OFFICERNA Control
SUTTON, JEFFREY, LANCEICHIEF COMPLIANCE OFFICERNA Control
SUTTON, JEFFREY, LANCEICHIEF COMPLIANCE OFFICERNA Control
SUTTON, JEFFREY, LANCEICHIEF COMPLIANCE OFFICERNA Control
SUTTON, JEFFREY, LANCEICHIEF COMPLIANCE OFFICERNA Control
SUTTON, JEFFREY, LANCEICHIEF COMPLIANCE OFFICERNA Control
SUTTON, JEFFREY, LANCEICHIEF COMPLIANCE OFFICERNA Control
CWA ASSET MANAGEMENT GROUPDEOWNERD Control
CWA ASSET MANAGEMENT GROUPDEOWNERD Control
CWA ASSET MANAGEMENT GROUPDEOWNERD Control
CWA ASSET MANAGEMENT GROUPDEOWNERD Control
CWA ASSET MANAGEMENT GROUPDEOWNERD Control
CWA ASSET MANAGEMENT GROUPDEOWNERD Control
CWA ASSET MANAGEMENT GROUPDEOWNERD Control
CWA ASSET MANAGEMENT GROUPDEOWNERD Control
CWA ASSET MANAGEMENT GROUPDEOWNERD Control
CWA ASSET MANAGEMENT GROUPDEOWNERD Control
WILSON, GEORGE, ALLENIMANAGING MEMBERD Control
WILSON, GEORGE, ALLENIMANAGING MEMBERD Control
WILSON, GEORGE, ALLENIMANAGING MEMBERD Control
WILSON, GEORGE, ALLENIMANAGING MEMBERD Control
WILSON, GEORGE, ALLENIMANAGING MEMBERD Control
WILSON, GEORGE, ALLENIMANAGING MEMBERD Control
WILSON, GEORGE, ALLENIMANAGING MEMBERD Control
WILSON, GEORGE, ALLENIMANAGING MEMBERD Control
WILSON, GEORGE, ALLENIMANAGING MEMBERD Control
WILSON, GEORGE, ALLENIMANAGING MEMBERD Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
LEE CAROL JOHNSON 2020 IRREVOCABLE TRUSTDECWA ASSET MANAGEMENT GROUPF Control
LEE CAROL JOHNSON 2020 IRREVOCABLE TRUSTDECWA ASSET MANAGEMENT GROUPF Control
LEE CAROL JOHNSON 2020 IRREVOCABLE TRUSTDECWA ASSET MANAGEMENT GROUPF Control
LEE CAROL JOHNSON 2020 IRREVOCABLE TRUSTDECWA ASSET MANAGEMENT GROUPF Control
MOGLIA TRUST 2DECWA ASSET MANAGEMENT GROUPF Control
MOGLIA TRUST 2DECWA ASSET MANAGEMENT GROUPF Control
MOGLIA TRUST 2DECWA ASSET MANAGEMENT GROUPF Control
MOGLIA TRUST 2DECWA ASSET MANAGEMENT GROUPF Control
MOGLIA, JOSEPH, HUGHICWA ASSET MANAGEMENT GROUPF Control
MOGLIA, JOSEPH, HUGHICWA ASSET MANAGEMENT GROUPF Control
MOGLIA, JOSEPH, HUGHICWA ASSET MANAGEMENT GROUPF Control
MOGLIA, JOSEPH, HUGHICWA ASSET MANAGEMENT GROUPF Control
Johnson, Lee Carol, RobinsonILEE CAROL JOHNSON 2020 IRREVOCABLE TRUSTE
Johnson, Lee Carol, RobinsonILEE CAROL JOHNSON 2020 IRREVOCABLE TRUSTE
Johnson, Lee Carol, RobinsonILEE CAROL JOHNSON 2020 IRREVOCABLE TRUSTE
Johnson, Lee Carol, RobinsonILEE CAROL JOHNSON 2020 IRREVOCABLE TRUSTE
FUNDAMENTAL GLOBAL INVESTORS LLCDECWA ASSET MANAGEMENT GROUP, LLCD Control
FUNDAMENTAL GLOBAL INVESTORS LLCDECWA ASSET MANAGEMENT GROUP, LLCD Control
FUNDAMENTAL GLOBAL INVESTORS LLCDECWA ASSET MANAGEMENT GROUP, LLCD Control
FUNDAMENTAL GLOBAL INVESTORS LLCDECWA ASSET MANAGEMENT GROUP, LLCD Control
FUNDAMENTAL GLOBAL INVESTORS LLCDECWA ASSET MANAGEMENT GROUP, LLCD Control
FUNDAMENTAL GLOBAL INVESTORS LLCDECWA ASSET MANAGEMENT GROUP, LLCD Control
BEYNON, WILLIAM, NICKICWA ASSET MANAGEMENT GROUP, LLCC Control
BEYNON, WILLIAM, NICKICWA ASSET MANAGEMENT GROUP, LLCC Control
BEYNON, WILLIAM, NICKICWA ASSET MANAGEMENT GROUP, LLCC Control
BEYNON, WILLIAM, NICKICWA ASSET MANAGEMENT GROUP, LLCC Control
BEYNON, WILLIAM, NICKICWA ASSET MANAGEMENT GROUP, LLCC Control
BEYNON, WILLIAM, NICKICWA ASSET MANAGEMENT GROUP, LLCC Control
BEYNON, WILLIAM, NICKICWA ASSET MANAGEMENT GROUPC Control
BEYNON, WILLIAM, NICKICWA ASSET MANAGEMENT GROUPC Control
BEYNON, WILLIAM, NICKICWA ASSET MANAGEMENT GROUPC Control
BEYNON, WILLIAM, NICKICWA ASSET MANAGEMENT GROUPC Control
CERMINARA, DANIEL, KYLEIFUNDAMENTAL GLOBAL INVESTORSC Control
CERMINARA, DANIEL, KYLEIFUNDAMENTAL GLOBAL INVESTORSC Control
CERMINARA, DANIEL, KYLEIFUNDAMENTAL GLOBAL INVESTORSC Control
CERMINARA, DANIEL, KYLEIFUNDAMENTAL GLOBAL INVESTORSC Control
CERMINARA, DANIEL, KYLEIFUNDAMENTAL GLOBAL INVESTORSC Control
CERMINARA, DANIEL, KYLEIFUNDAMENTAL GLOBAL INVESTORSC Control
FERGUSON, BLAINE, MICHAELICWA ASSET MANAGEMENT GROUPC Control
FERGUSON, BLAINE, MICHAELICWA ASSET MANAGEMENT GROUPC Control
FERGUSON, BLAINE, MICHAELICWA ASSET MANAGEMENT GROUPC Control
FERGUSON, BLAINE, MICHAELICWA ASSET MANAGEMENT GROUPC Control
FERGUSON, BLAINE, MICHAELICWA ASSET MANAGEMENT GROUPC Control
FERGUSON, BLAINE, MICHAELICWA ASSET MANAGEMENT GROUPC Control
FERGUSON, BLAINE, MICHAELICWA ASSET MANAGEMENT GROUPC Control
FERGUSON, BLAINE, MICHAELICWA ASSET MANAGEMENT GROUPC Control
FERGUSON, BLAINE, MICHAELICWA ASSET MANAGEMENT GROUPC Control
FERGUSON, BLAINE, MICHAELICWA ASSET MANAGEMENT GROUPC Control
JOHNSON, LEWIS, MCKAYIFUNDAMENTAL GLOBAL INVESTORSC Control
JOHNSON, LEWIS, MCKAYIFUNDAMENTAL GLOBAL INVESTORSC Control
JOHNSON, LEWIS, MCKAYIFUNDAMENTAL GLOBAL INVESTORSC Control
JOHNSON, LEWIS, MCKAYIFUNDAMENTAL GLOBAL INVESTORSC Control
JOHNSON, LEWIS, MCKAYIFUNDAMENTAL GLOBAL INVESTORSC Control
JOHNSON, LEWIS, MCKAYIFUNDAMENTAL GLOBAL INVESTORSC Control
MOGLIA, JOSEPH, HUGHIFUNDAMENTAL GLOBAL INVESTORSC Control
MOGLIA, JOSEPH, HUGHIFUNDAMENTAL GLOBAL INVESTORSC Control
MOGLIA, JOSEPH, HUGHIFUNDAMENTAL GLOBAL INVESTORSC Control
MOGLIA, JOSEPH, HUGHIFUNDAMENTAL GLOBAL INVESTORSC Control
MOGLIA, JOSEPH, HUGHIFUNDAMENTAL GLOBAL INVESTORSC Control
MOGLIA, JOSEPH, HUGHIFUNDAMENTAL GLOBAL INVESTORSC Control

Registrations

Federal

IA
May 19, 2022 REGISTERED

Notice Filings (1)

FL

Address

9130 GALLERIA COURT
THIRD FLOOR
NAPLES, FL 34109
United States
Phone: 239-434-7434