| As of Date | 05/18/2026 |
| Registration | SEC, Approved, 08/04/2011 |
| ADV Location | NAPLES, FL, United States |
| Contact Info | 239 xxxxxxx |
| Websites |
| AUM* | 1,996,829,577 36% |
| of that, discretionary | 1,952,620,473 37% |
| Number of Employees | 20 11% |
| of those in investment advisory functions | 11 10% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,114,924 18% |
| % High Net Worth | 82.35% -6% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name RW GROUP | Filing Date12/19/2025 | Form ADV-E View Report |
| Accounting Firm Name RW GROUP | Filing Date01/27/2025 | Form ADV-E View Report |
| Accounting Firm Name RW GROUP LLC | Filing Date03/25/2024 | Form ADV-E View Report |
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker037833100 | Stock NameAPPLE INC | $ Position$53,553,992 | % Position3.00% | $ Change15.00% | # Change1.00% |
| Stck Ticker219350105 | Stock NameCORNING INC | $ Position$49,652,905 | % Position3.00% | $ Change77.00% | # Change-6.00% |
| Stck Ticker11135F101 | Stock NameBROADCOM INC | $ Position$41,267,681 | % Position3.00% | $ Change19.00% | # Change-3.00% |
| Stck Ticker874039100 | Stock NameTAIWAN SEMICONDUCTOR MANUFAC | $ Position$44,745,316 | % Position3.00% | $ Change37.00% | # Change-3.00% |
| Stck Ticker922908363 | Stock NameVANGUARD INDEX FDS | $ Position$27,882,184 | % Position2.00% | $ Change15.00% | # Change0.00% |
| Stck Ticker808524805 | Stock NameSCHWAB STRATEGIC TR | $ Position$30,670,082 | % Position2.00% | $ Change14.00% | # Change2.00% |
| Stck Ticker038222105 | Stock NameAPPLIED MATLS INC | $ Position$24,476,594 | % Position2.00% | $ Change103.00% | # Change-4.00% |
| Stck Ticker464287200 | Stock NameISHARES TR | $ Position$32,695,361 | % Position2.00% | $ Change16.00% | # Change1.00% |
| Stck Ticker512807306 | Stock NameLAM RESEARCH CORP | $ Position$29,199,436 | % Position2.00% | $ Change91.00% | # Change-6.00% |
| Stck Ticker595112103 | Stock NameMICRON TECHNOLOGY INC | $ Position$34,930,853 | % Position2.00% | $ Change203.00% | # Change-11.00% |