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Brandon Lee Averill

AWM Capital, LLC

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About Brandon Lee Averill

Brandon Averill is a financial advisor who has been in the industry since 2010. Brandon is currently registered with AWM Capital, LLC and holds licenses in several states including California, Texas, Florida and Arizona. Brandon has previously worked with United Planners' Financial Services of America A Limited Partner and Morgan Stanley Smith Barney. Brandon is a Certified Financial Planner, specializing in Retirement Planning, College Savings Plans and Estate Planning. Brandon provides financial planning and portfolio management for individuals and families and has a strong focus on serving High Net Worth Individuals, Individuals Other Than High Net Worth and Pension and Profit Sharing Plans.

Firm Information

Brandon Averill is currently registered with AWM Capital, LLC. AWM Capital, LLC is an investment advisor registered with the SEC. The firm provides financial planning, portfolio management for individuals, and portfolio management for pooled investment vehicles. They manage over $860.6 million in assets for 2,463 accounts. Their main office is located in Phoenix, AZ.
AWM Capital, LLC

1 N. 1ST STREET

PHOENIX, AZ 85004

$860.65M

Assets Under Management

Not reported

Total Clients

23

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Brandon Averill’s Registration & Firm History

CA

10/05/2017 - Present

AWM Capital, LLC (Los Angeles CA)

CA

08/09/2010 - 12/31/2015

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (PASADENA CA)

AZ

06/07/2010 - 08/16/2010

MORGAN STANLEY SMITH BARNEY (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 07/02/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/31/2015

SIE - Securities Industry Essentials Examination

BC

Issued 06/04/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brandon Lee Averill.
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