East West Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$93,209,973
Clients
47
Advisors
2
across 2 offices
About
East West Investment Advisors provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), charitable organizations, small businesses, trusts and estates. It offers a Private Wealth Management program for larger accounts and a Navigator Program aimed at emerging investors who do not meet the wealth threshold for the private program.
The firm typically manages client relationships on a discretionary, goals‑based basis, combining fundamental and technical security analysis with attention to economic and geopolitical conditions. Portfolios may include ETFs and mutual funds and, where appropriate, use more active techniques such as covered calls, other option strategies, short sales, margin and other derivatives; the firm also implements third‑party model portfolios through its Schwab custodial platform.
Compared with many peers, East West is notable for sponsoring and managing a wrap‑fee program in which it absorbs certain transaction charges and for its affiliation with a non‑advisory accounting and tax services firm that provides separate accounting and tax work to clients. The firm operates with a small advisory team while managing roughly $95 million in discretionary assets across about fifty clients and generally requires use of its primary custodian platform to implement certain model portfolios.
Client services
Expertise
Fee options
$0 - $500,000: 1.50% $500,000 - $3,000,000: 1.00% $3,000,000 - $10,000,000: 0.75% $10,000,000+: 0.50%
Generally $350 per hour for financial planning services.
Account minimum: $25,000 Fee-only: Advisory fees are asset-based and fees for financial planning charged at $350/hour.
Main office
See officeKinsale VA
Advisors at this office
1
Most active in
Virginia
Also doing business as
East West Financial Services, Inc. · East West Investment Advisors, Inc. · East West Investment Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
Advisors at this firm
John L
Series 65
Kinsale, VA
East West Investment Advisors, LLC
John Lawler is a financial advisor with East West Investment Advisors, LLC, holding a Series 65 credential and bringing 26 years of industry experience. He has worked at East West Investment Advisors since 2012 and previously spent over two decades at Sterling Wealth Management, Inc. Outside of his advisory role, he serves as president of East West Financial Services, Inc., a tax and mortgage services company. East West Investment Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, small businesses, and charitable organizations. The firm manages a wrap fee program and employs a discretionary portfolio management approach that incorporates fundamental and technical analysis alongside economic and geopolitical considerations.
James D
Series 63, Series 65
Mechanicsville, VA
East West Investment Advisors, LLC
James Donlin is a financial advisor with East West Investment Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His career includes roles at Marriott Securities, Capitol Securities Management, and Oyster Consulting, where he provides audit, compliance, and management consulting to financial services firms. Donlin also serves as a director for Love Like That, Inc., a non-profit marriage ministry offering counseling services. East West Investment Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, small businesses, and charitable organizations. The firm offers a firm-sponsored wrap fee program and employs a discretionary portfolio management approach that incorporates fundamental and technical analysis along with economic, political, and geopolitical considerations.
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