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Erik Daniel Averill

AWM Capital, LLC

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About Erik Daniel Averill

Erik Averill is a financial advisor with AWM Capital, LLC. Erik is a Certified Financial Planner and has been in the industry for over 10 years. Erik has experience with a variety of investment products and services, including portfolio management, financial planning, and insurance. Erik is dedicated to providing personalized financial advice to help clients achieve their financial goals. Erik is also a licensed insurance agent and may offer investment advisory clients the option to purchase insurance products. Erik is an active member of the community, serving as a Deacon at Redemption Tempe Church and on the Board of Directors of Missional Training Center Seminary. Erik is also the Manager of several real estate holding companies.

Firm Information

Erik 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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Erik Averill’s Registration & Firm History

AZ

10/10/2017 - Present

AWM Capital, LLC (PHOENIX AZ)

CA

08/09/2010 - 12/31/2015

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

AZ

06/09/2009 - 08/16/2010

MORGAN STANLEY SMITH BARNEY (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 06/19/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/31/2015

SIE - Securities Industry Essentials Examination

BC

Issued 06/02/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Erik Daniel Averill. Review regulatory record here.
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