The NLW Capital Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The NLW Capital Group provides investment management, comprehensive and limited‑scope financial planning, and business consulting to individuals, high‑net‑worth clients, corporations and other business entities. The firm’s client work includes ongoing portfolio oversight as well as advisory services for businesses, such as assisting leadership with investment decisions and delivering client‑facing presentations and webinars.
The adviser typically manages accounts on a discretionary, tailored basis and advises across a broad range of asset classes including equities, fixed income, ETFs, mutual funds, options and municipal securities. For some clients the firm implements ETF‑based strategies through Schwab’s Institutional Intelligent Portfolios platform, and it uses fundamental analysis for individual stock selection while recommending passive funds when appropriate.
Compared with many independent advisers, NLW explicitly offers portfolio management to institutional/business clients and a dedicated business consulting practice, an arrangement noted in the brochure as part of the firm’s service mix. The brochure also notes the principal’s ongoing educational and finance roles in academic institutions and related outreach to school communities, a governance and business‑development detail prospective clients may wish to consider.
Client services
Expertise
Fee options
Upfront fee $750 for individuals and $1,125 for couples for financial plan development; Ongoing financial planning fee $1,250 per quarter ($5,000 annually) for individuals and $1,875 per quarter ($7,500 annually) for couples
$0 - $500,000: $500,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.80% $10,000,001+: 0.70%
$300 to $500 per hour for financial planning services
Fee-only: $300 to $500 per hour for financial planning services
Main office
Baltimore MD
Advisors at this office
1
Most active in
Maryland · Texas
Also doing business as
Nlw Capital Group · The Nlw Capital Group 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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)