SourcingSourcing

AWM CAPITAL, LLC

C17
CRD 287980·SEC 801-114373·PHOENIX, AZ
AUM
$1.49B
$1B+
Est. Revenue
$14.9M
@ 1% on AUM
Est. EBITDA
$4.5M
@ 30% margin
Est. Deal Value
$35.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
AWM CAPITAL, LLC
CRD
287980
SEC file #
801-114373
EIN
820631878
DBA names
—

Economics

AUM
$1.49B
AUM band
$1B+
AUM trajectory
'20'26
$142.8M → $1.49B▲ +942%
Client mix
Individuals High Net Worth236
Individuals Other219
Pooled Investment Vehicles12

Operations

Employees (total)
38
Advisory staff (per ADV)
28
Advisory staff (5-yr trend)
'20'26
5 advisors → 28 advisors▲ +460%
Primary office
PHOENIX AZ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehicles
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/13/2026
ADV-W filed at
—
Website
twitter.com/athletewealth(social)

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
AVERILL, BRANDON, LEE
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
6
Control Persons
AVERILL, BRANDON, LEE
AVERILL, ERIK, DANIEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:awm.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001806820
Edgar Registered
Yes
Edgar Filing Count
21
Edgar First Filing Date
2022-02-15
Edgar Last Filing Date
2026-05-12
Edgar 13f Count
19
Edgar 13f Latest AUM Estimate
Filing Date2026-05-12
Accession0001172661-26-001725

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
28
Bc Firm IAR Count
28
Custodian Candidates
Full
Charles Schwab60
E*trade4
Edgar Addresses
Mailing
1 N 1ST STREETSUITE 525PHOENIX, AZ 85004
Business
1 N 1ST ST SUITE 525PHOENIX, AZ 85004
Edgar EIN
820631878
Edgar Recent Filings
13F-HR2026-05-12 · 0001172661-26-001725
13F-HR2026-02-17 · 0001172661-26-000937
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5781614
Trust Company Affiliate
No

People (30)

30
AVERILL, ERIK, DANIEL
IAR · Direct Owner · 37.5%
5427694
AVERILL, BRANDON, LEE
IAR · Direct Owner · 37.5%
5781614
MCCONCHIE, ROBERT, DON
IAR · Direct Owner · 17.5%
5912998
DYER, JUSTIN, MICHAEL
IAR · Direct Owner · 17.5%
5474967
DAVID RICKARD PENNIALL
Direct Owner · 17.5%
1088267
LYNCH, DEBRA, BELLANTONI
Executive Officer · 2.5%
4636647
Clayton Thomas Kimball
IAR
7522734
Ethan Austin Gahm
IAR
7958659
Sean Philip Richardson
IAR
7958628
Robert Ray Peters
IAR
7958724
Jillian Marie Martinez
IAR
7001930
Chase Knowlton Dominguez
IAR
7305647
Braden Robert Griffiths
IAR
8099448
Zachary Joseph Miller
IAR
7291369
Riccardo Kirshun Stewart
IAR
7824526
Samuel Onyedikachi Acho
IAR
7574477
AARON DAVID GOLDBERG
IAR
6575701
Joshua McAlister
IAR
7253645
Charles Michael Toole
IAR
6910135
BRYSON WILLS MC GUFFEY
IAR
5063518
Sophia Nicol Barclay
IAR
8223312
Nathan Minho Chong
IAR
8069141
TRAVIS C CHICK
IAR
6341766
William Chapman
IAR
7686848
FRANCISCO JAVIER SANCHEZ
IAR
6446913
Corbin Davis Bozosi
IAR
7635246
Jeffrey Ryan Locke
IAR
7369253
Mena R Hanna
IAR
7027250
Jacob Alexander May
IAR
7501895
ROGER WALTON FERGUSON
IAR
7277465