RIA IntelAdvisersMarylandTHE NLW CAPITAL GROUP LLC

THE NLW CAPITAL GROUP LLC

Advisory

MD

Data as of Mar 27, 2026 · Source: SEC Form ADV

Average account
$162K
across 93 accounts
AUM per adviser
$15M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM
$15M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$15M
Discretionary AUM$15M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients13
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InMD, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MD

Closest by assets under management. All figures from Form ADV.

YGC WEALTH, LLC
$15M
BROWN ADVISORY SECURITIES, LLC
BALTIMORE, MD
$15M
MCCLELLAND WESLEY WEALTH MANAGEMENT, LLC
$15M
GARRITT FINANCIAL SOLUTIONS LLC
$16M
XGENX LLC
GAITHERSBURG, MD
$14M
-35.0% 1Y
GRF WEALTH MANAGEMENT, LLC
BETHESDA, MD
$16M
-59.2% 1Y

Get the full picture on THE NLW CAPITAL GROUP LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track THE NLW CAPITAL GROUP LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans