Cwm Advisory, LLC
● SEC registered since 2026CRD 299923SEC# 801-135493Ocean Pines, MD
Reg. AUM
$101M
Employees
6
Accounts
559
Location
Ocean Pines, MD
Cwm Advisory, LLC assets under management
Cwm Advisory, LLC is a registered investment adviser overseen by the SEC based in Ocean Pines, MD. The firm has been registered since 2026. It reports $101 million in regulatory assets under management and employs 6 people.
Cwm Advisory, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Harold Lynn Carmean Control | President & Managing Member & Chief Compliance Officer | Over 75% | 2018 |
| Tristan L Jacobi Control | Managing Partner | 10-25% | 2024 |
Frequently asked questions
How much does Cwm Advisory, LLC manage?
Cwm Advisory, LLC reports $101 million in regulatory assets under management on its Form ADV.
How many employees does Cwm Advisory, LLC have?
Cwm Advisory, LLC reports 6 employees.
Where is Cwm Advisory, LLC located?
Cwm Advisory, LLC is based in Ocean Pines, MD and has been SEC-registered since 2026.
Does Cwm Advisory, LLC disclose fund performance?
Cwm Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11202 Racetrack Road, Ste 102, Ocean Pines, MD 21811 |
| Phone | (410) 208-1091 |
| Fax | (410)-208-1093 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$101MNo change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$101Mregulatory AUM
Discretionary $100.1MNon-discretionary $843K