Hw Capital LLC

Public-record details

Address

1437 7th Street, Suite 200, Santa Monica, CA 90401

Phone

(818) 489-3073

Listed under

Flat / fixed fees

CRD number

298731

Registration

SEC registered since 2018-10-24

Compensation (Form ADV 5.E)

Fixed fees; Other (Annual Bonuses in the Client's Discretion)

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Portfolio management for individuals/small businesses; Selection of other advisers

Regulatory assets under management

$321.0 million

Accounts managed

29

Clients reported (Form ADV 5.D)

6

Individual / high-net-worth clients

0 / 6

Employees

2

Other business activities (Form ADV 6.A)

None reported

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-03-30

SEC registered investment adviser, CRD 298731, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 298731 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.