A complete list of active advisors currently associated with CWR Capital Management LLC

Warmer can help you find a great advisor at CWR Capital Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at CWR Capital Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Carl Rowits	Lancaster, PA	5

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