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Zachary Craig

Advisor at CWA Asset Management Group

Updated today

Location

Johnstown, PA

Credentials

Series 63, Series 66

Industry experience

16 years

About

Zachary Craig is a financial advisor at CWA Asset Management Group with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and First National Bank. His current roles include positions at Cetera Investment Advisers LLC and First National Bank. CWA Asset Management Group provides discretionary and non-discretionary portfolio management and financial planning to individuals, high-net-worth clients, trusts, foundations, pension plans, and other entities. The firm offers family-office services, retirement plan fiduciary services, donor-advised fund management, and access to private pooled investment vehicles, employing proprietary models and a combination of active fundamental and quantitative analysis.

Client services

Based on CWA Asset Management Group

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals

Expertise

Based on CWA Asset Management Group

Tax-loss harvesting Private / alternative investments Active portfolio management Retirement income strategy

Occupation focus

Based on CWA Asset Management Group

Founder/Business Owner Retired

Fee options

Fixed

Financial planning and family office services fees are negotiated and may be fixed fees or billed monthly or quarterly.

Percentage

$0 - $2,500,000: 1.15% $2,500,001 - $5,000,000: 1.00% $5,000,001 - $15,000,000: 0.85% $15,000,001 - $25,000,000: 0.75% $25,000,001 - $35,000,000: 0.65% $35,000,001 - $45,000,000: 0.55% $45,000,001+: 0.50%

Commissions

Commissions received from sale of variable annuity products through affiliated insurance entities. Insurance commissions vary and are paid by insurance companies.

Performance-based

Performance-based fees up to 19% incentive allocation for certain private funds (e.g., Global New Leaders Fund). Private funds charge performance fees as disclosed in offering documents.

Location

Johnstown, PA

Most active in

Florida · Pennsylvania

Work history

Capital Wealth Advisors, LLC

2025 - Present (1 year)

Cetera

2024 - Present (2 years)

Cetera Investment Services Llc

2016 - Present (10 years)

FIRST NATIONAL BANK

2016 - Present (10 years)

LPL FINANCIAL

2009 - 2016 (7 years)

FIRST NATIONAL BANK

2009 - 2016 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Wealth management
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Ebensburg, PA

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Ebensburg, PA

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