About Cwa Asset Management Group
<p>Founded in 2003, CWA Asset Management Group (Capital Wealth Advisors) is a registered investment advisor with 45 employees and its headquarters in Naples on Florida’s Gulf Coast. The firm also has offices in Cary and Charlotte in the Raleigh–Durham and Charlotte metro areas, plus Johnstown in western Pennsylvania.</p> <p>CWA works with individuals, families, and businesses on wealth advisory, financial planning, and estate and legacy planning. The firm reported $4.1B in assets under management in 2026 and operates as a fiduciary.</p> <p>For retirement plan sponsors, CWA provides <a href="/plan-advisors">plan advisor</a> support as a 3(21) fiduciary. That structure keeps the sponsor as the primary decision-maker while CWA delivers written investment recommendations and ongoing monitoring aligned with the plan’s investment policy.</p> <p>One differentiator is the firm’s ongoing market commentary through its CWA Financial Insights series, which clients can use alongside planning and investment discussions.</p> <ul> <li>Registered investment advisor founded in 2003</li> <li>Headquarters in Naples, Florida; offices in Cary, Charlotte, and Johnstown</li> <li>Wealth advisory, financial planning, and estate and legacy planning</li> <li>3(21) fiduciary services for retirement plans</li> <li>$4.1B AUM (2026)</li> </ul>
Website: https://www.capitalwealthadvisors.com/
Founded: 2003
Employees: 45
Office Locations
- Cary, NC
- Naples, FL (Headquarters)
- Charlotte, NC
- Johnstown, PA
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $4.1B
Team Members
- Jay Folz, Partner | Managing Director – Investments & Portfolio Management
- Zev Abraham, Director of Research
- Rachel Henry, Client Services Manager
- Daniel Howell, Vice President | Private Wealth Management
- Matt Hickey, Partner
- Roxane Galati, Managing Director | Private Wealth Management
- Adam Hajjar, Associate Trader
- James Beachum, III, Vice President | Private Wealth Management
- Brittany Cankar, Senior Client Services Manager
- William Beynon, President & CEO, Managing Partner