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Shad Mitchell White

CWA Asset Management Group

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About Shad Mitchell White

Shad Mitchell White is a financial advisor who has been in the industry since 2008. Shad White is currently registered with CWA Asset Management Group in Naples, FL. Previously Shad White was registered with WELLS FARGO ADVISORS, LLC in Naples, FL. Shad White has passed the Series 63, Series 65, Series 7 and SIE exams. Shad White provides services such as financial planning, pension consulting, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Shad White is currently registered with CWA Asset Management Group. Capital Wealth Advisors, a Naples, FL-based registered investment advisor, provides financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. They manage approximately $2.5 billion in assets for over 3,500 clients. The firm specializes in providing wealth management services to high net worth individuals, corporations, and retirement plans. They offer a variety of investment services, including customized portfolio management, financial planning, and retirement planning. Capital Wealth Advisors is dedicated to helping their clients achieve their financial goals.
CWA Asset Management Group

9130 GALLERIA COURT

NAPLES, FL 34109

$2.53B

Assets Under Management

1,515

Total Clients

37

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Shad White’s Registration & Firm History

FL

10/05/2016 - Present

CWA Asset Management Group (NAPLES FL)

FL

09/23/2008 - 10/04/2016

WELLS FARGO ADVISORS, LLC (NAPLES FL)

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Licenses & Designations

IA

Issued 09/06/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/01/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/04/2016

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Shad Mitchell White.
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