Fwg Holdings, LLC
● SEC registered since 2020CRD 308968SEC# 801-118769Winter Park, FL
Reg. AUM
$439.1M
Employees
14
Accounts
1,102
Location
Winter Park, FL
Fwg Holdings, LLC assets under management
Fwg Holdings, LLC is an SEC-registered investment adviser based in Winter Park, FL. The firm has been registered since 2020. It reports $439.1 million in regulatory assets under management and employs 14 people.
Fwg Holdings, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Capital Rock LLC | Member | 10-25% | 2022 |
| John Edward Ledford Control | President And Chief Compliance Officer | Under 5% | 2020 |
| Ledford Holdings, LLC Control | Member | Over 75% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Fwg Holdings, LLC manage?
Fwg Holdings, LLC reports $439.1 million in regulatory assets under management on its Form ADV.
How many employees does Fwg Holdings, LLC have?
Fwg Holdings, LLC reports 14 employees.
Where is Fwg Holdings, LLC located?
Fwg Holdings, LLC is based in Winter Park, FL and has been SEC-registered since 2020.
Does Fwg Holdings, LLC disclose fund performance?
Fwg Holdings, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1099 W Morse Blvd, Winter Park, FL 32789 |
| Phone | 407-999-8998 |
| Fax | 407-601-3308 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1862067 |
| Discloses disciplinary history | No |
Regulatory AUM
$439.1M▲ 27%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 51%
Larger than 49% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$439.1Mregulatory AUM
Discretionary $439.1M