CWR Capital Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
CWR Capital Management LLC provides discretionary portfolio management and financial planning primarily to individual clients; the firm reports roughly $3.6 million in assets under management across about 20 client relationships and prepares an Investment Policy Statement for each client. Services focus on index-oriented growth strategies using mutual funds, ETFs, equities and fixed income to construct diversified portfolios tailored to clients’ time horizons and risk tolerances.
The firm applies a mix of analytical approaches (including fundamental, technical, quantitative analysis and modern portfolio theory) and conducts at least quarterly reviews, with discretionary trading authority obtained from clients. Operationally, CCML uses approved artificial intelligence tools for administrative, compliance and communication tasks but prohibits AI from making investment recommendations or executing trades and enforces a mandatory human-in-the-loop review for AI outputs.
Compared with many peers, CCML does not charge fees as a percentage of assets under management and instead uses fixed monthly account fees and separate flat financial planning fees, a billing approach that is uncommon among independent advisors. The firm also discloses ties to accounting-related activity and an affiliation with an accounting firm, maintains a Restricted List to avoid trading securities in the principal’s employer/utility sector because of potential MNPI conflicts, and following a prior regulatory matter now prohibits leveraged and inverse ETFs with manual compliance oversight of trading.
Client services
Expertise
Fee options
Flat fee of $3,000 for financial planning
$0 - $10,000: $10.00/month $10,001 - $20,000: $15.00/month $20,001 - $35,000: $25.00/month $35,001 - $75,000: $50.00/month $75,001 - $250,000: $100.00/month $250,001 - $500,000: $250.00/month $500,001 - $1,000,000: $400.00/month $1,000,001 - $5,000,000: $500.00/month $5,000,000+: $750.00/month
Standard hourly rate for financial planning services is $200/hr for pro-rata fee calculation upon termination
Fee-only: Fixed portfolio management monthly fees by tier as stated; flat $3,000 for standalone financial planning
Main office
Lancaster PA
Advisors at this office
1
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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