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Fwg Holdings, LLC

● SEC registered since 2020CRD 308968SEC# 801-118769Winter Park, FL
Export (members)
Reg. AUM
$345M
Employees
14
Accounts
968
Location
Winter Park, FL

Fwg Holdings, LLC assets under management

Fwg Holdings, LLC is an SEC-registered investment adviser based in Winter Park, FL. The firm has been registered since 2020. It reports $345 million in regulatory assets under management and employs 14 people.

Fwg Holdings, LLC owners & executives

5 reported
NameTitleOwnershipSince
Capital Rock LLCMember10-25%2022
John Edward Ledford ControlPresident And Chief Compliance OfficerUnder 5%2020
Ledford Holdings, LLC ControlMemberOver 75%2022
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Frequently asked questions

How much does Fwg Holdings, LLC manage?

Fwg Holdings, LLC reports $345 million in regulatory assets under management on its Form ADV.

How many employees does Fwg Holdings, LLC have?

Fwg Holdings, LLC reports 14 employees.

Where is Fwg Holdings, LLC located?

Fwg Holdings, LLC is based in Winter Park, FL and has been SEC-registered since 2020.

Does Fwg Holdings, LLC disclose fund performance?

Fwg Holdings, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1099 W Morse Blvd, Winter Park, FL 32789
Phone407-999-8998
Fax407-601-3308
Office hours9:00a.m. - 5:00p.m.
SEC regionMiami Regional Office (MIRO)
CIK1862067
Discloses disciplinary historyNo

Assets under management

Discretionary$345M
Non-discretionary$0
Total (RAUM)$345M