Advisor at EMW Capital Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
EMW Capital Advisors, LLC
Location
Fort Worth, TX
Credentials
Series 65
Industry experience
20 years
Edward Whelan is the principal of EMW Capital Advisors, LLC, an independent firm based in Fort Worth, TX. He holds a Series 65 designation and has 20 years of industry experience. In addition to his advisory role, Whelan serves as Chief Financial Officer of Bobby Cox Companies, Inc., a holding company with operations in restaurants, real estate, and ranching, and as Treasurer for CNR, Inc., a holding company with interests in chemical manufacturing and distribution. EMW Capital Advisors serves individual and trust clients through separately managed accounts and acts as adviser and general partner to a pooled private fund, also accepting corporate clients. The firm employs a value-oriented equity approach combining fundamental company analysis with a macroeconomic overlay and a proprietary ranking framework, implementing both long and short positions in portfolios tailored to client objectives.
Based on EMW Capital Advisors, LLC
$0+: 0.20% to 1.00% annually for separately managed accounts (SMA) $0+: 1.00% annually for the Private Fund
20% performance fee on absolute net profits of the Private Fund, subject to a high-water mark, charged annually or upon withdrawal. No performance fees have been charged since inception.
Account minimum: $250,000 (negotiable at the sole discretion of the firm) Fee-only: Separately managed accounts charged 0.20% to 1.00% annually of assets under management, payable monthly or quarterly in advance.
Fort Worth, TX
Texas
CNR, Inc.
2021 - Present (5 years)
Bobby Cox Companies
2018 - Present (8 years)
Cooper Natural Resources Inc
2009 - 2018 (9 years)
EMW Capital Advisors LLC
2004 - Present (22 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Fort Worth, TX
Waymaker Financial Planning
Michelle Vargas, Certified Financial Planner™ is the President of Waymaker Financial Planning, a Fee-Only firm that provides transparent and accessible financial guidance. She enjoys helping clients navigate and plan all aspects of their financial life so that they will worry less about their future and free up more time to spend doing what they love. After earning a degree in Finance from the University of Southwestern Louisiana in 1990, she moved to Florida and started her career with Harcourt Brace Publishing. Her journey into personal finance began when she signed up for her 401K and wanted to learn about additional options to plan for retirement. This eventually led to working as a financial advisor and completing the extensive education requirements for becoming a CFP® in 1998. She believes her experience as a young professional searching for unbiased advice enables her to better serve Gen XY professionals because she remembers what it was like being in their shoes. As a former homeschool parent and the wife of a federal employee, she is passionate about helping women, homeschool families, and federal workers plan wisely for a comfortable financial future. In her spare time, she enjoys hiking in Colorado, barbecuing with family, and working in her garden.
CFP®, Series 66
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Series 63
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