Fwg Investment Management
Fwg Investment Management is an SEC-registered asset manager in Winter Park, FL with $14.4M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Fwg Investment Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 322394, SEC 801-126553, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $14.4M (2026-03-30)
- Firm type
- Asset Manager
- Location
- Winter Park, FL
- Employees
- 2
- Clients
- 1
- CRD
- 322394
- Ownership
- LEDFORD, JOHN, EDWARD; CAPITAL ROCK LLC; LEDFORD HOLDINGS, LLC; LINQUIST, COLE, ROBERT
How much AUM does Fwg Investment Management have?
Fwg Investment Management reported $14.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Fwg Investment Management?
Disclosed owners and executives of Fwg Investment Management include LEDFORD, JOHN, EDWARD, CAPITAL ROCK LLC, LEDFORD HOLDINGS, LLC, LINQUIST, COLE, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.