CWS FINANCIAL ADVISORS LLC
CRD #297000 SEC #801-113289 KALAMAZOO, MI (269) 349-4600
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
11
Clients
1
Accounts
2,149
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.2B | $1.2B | $5.4M | 11 | 0 |
| Oct 2025 | $1.2B | $1.2B | $5.4M | 11 | 0 |
| Feb 2025 | $1.2B | $1.2B | $5.4M | 11 | 0 |
| Mar 2024 | $1.1B | $1.1B | $4.5M | 10 | 0 |
| Nov 2023 | $988.5M | $929.6M | $58.9M | 11 | 0 |
| Jun 2023 | $988.5M | $929.6M | $58.9M | 11 | 0 |
| Mar 2023 | $988.5M | $929.6M | $58.9M | 11 | 0 |
| Feb 2023 | $988.5M | $929.6M | $58.9M | 11 | 0 |
| Feb 2022 | $1.1B | $1.1B | $20.8M | 11 | 0 |
| Jan 2022 | $954.6M | $941.1M | $13.5M | 9 | 1 |
| Nov 2021 | $954.6M | $941.1M | $13.5M | 9 | 1 |
| Sep 2021 | $954.6M | $941.1M | $13.5M | 9 | 1 |
| Sep 2021 | $954.6M | $941.1M | $13.5M | 9 | 1 |
| Feb 2021 | $954.6M | $941.1M | $13.5M | 9 | 1 |
| Jan 2021 | $853.5M | $820.5M | $33M | 7 | 3 |
| Nov 2020 | $853.5M | $820.5M | $33M | 7 | 3 |
| Jun 2020 | $853.5M | $820.5M | $33M | 7 | 3 |
| Mar 2020 | $853.5M | $820.5M | $33M | 7 | 3 |
| Dec 2019 | $882.5M | $714.3M | $168.2M | 3 | 0 |
| Jul 2019 | $882.5M | $714.3M | $168.2M | 3 | 0 |
| Apr 2019 | $882.5M | $714.3M | $168.2M | 3 | 0 |
| Mar 2019 | $882.5M | $714.3M | $168.2M | 3 | 0 |
| Aug 2018 | $833M | $659.5M | $173.5M | 7 | 0 |
| Jun 2018 | $0 | $0 | $0 | 7 | 0 |
| Apr 2018 | $0 | $0 | $0 | 7 | 0 |
| Apr 2018 | $0 | $0 | $0 | 7 | 0 |
DateNov 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$5.4M
Employees11
Clients0
DateOct 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$5.4M
Employees11
Clients0
DateFeb 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$5.4M
Employees11
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$4.5M
Employees10
Clients0
DateNov 2023
Total AUM$988.5M
Discretionary$929.6M
Non-Disc.$58.9M
Employees11
Clients0
DateJun 2023
Total AUM$988.5M
Discretionary$929.6M
Non-Disc.$58.9M
Employees11
Clients0
DateMar 2023
Total AUM$988.5M
Discretionary$929.6M
Non-Disc.$58.9M
Employees11
Clients0
DateFeb 2023
Total AUM$988.5M
Discretionary$929.6M
Non-Disc.$58.9M
Employees11
Clients0
DateFeb 2022
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$20.8M
Employees11
Clients0
DateJan 2022
Total AUM$954.6M
Discretionary$941.1M
Non-Disc.$13.5M
Employees9
Clients1
DateNov 2021
Total AUM$954.6M
Discretionary$941.1M
Non-Disc.$13.5M
Employees9
Clients1
DateSep 2021
Total AUM$954.6M
Discretionary$941.1M
Non-Disc.$13.5M
Employees9
Clients1
DateSep 2021
Total AUM$954.6M
Discretionary$941.1M
Non-Disc.$13.5M
Employees9
Clients1
DateFeb 2021
Total AUM$954.6M
Discretionary$941.1M
Non-Disc.$13.5M
Employees9
Clients1
DateJan 2021
Total AUM$853.5M
Discretionary$820.5M
Non-Disc.$33M
Employees7
Clients3
DateNov 2020
Total AUM$853.5M
Discretionary$820.5M
Non-Disc.$33M
Employees7
Clients3
DateJun 2020
Total AUM$853.5M
Discretionary$820.5M
Non-Disc.$33M
Employees7
Clients3
DateMar 2020
Total AUM$853.5M
Discretionary$820.5M
Non-Disc.$33M
Employees7
Clients3
DateDec 2019
Total AUM$882.5M
Discretionary$714.3M
Non-Disc.$168.2M
Employees3
Clients0
DateJul 2019
Total AUM$882.5M
Discretionary$714.3M
Non-Disc.$168.2M
Employees3
Clients0
DateApr 2019
Total AUM$882.5M
Discretionary$714.3M
Non-Disc.$168.2M
Employees3
Clients0
DateMar 2019
Total AUM$882.5M
Discretionary$714.3M
Non-Disc.$168.2M
Employees3
Clients0
DateAug 2018
Total AUM$833M
Discretionary$659.5M
Non-Disc.$173.5M
Employees7
Clients0
DateJun 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateApr 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateApr 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0