Jacob May
Advisor at AWM Capital, LLC
Updated today
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
AWM Capital, LLC
Location
Mt. Gilead, OH
Credentials
CFP®, Series 65
Industry experience
3 years
Fee options
Flat fees for consulting services, negotiated case-by-case
Up to 2.00% annually (tiered schedule, exact tiers not specified)
Hourly consulting fees negotiated case-by-case
Carried Interest (performance-based) fees charged by private funds managed by AWM Ventures starting in 2024; no performance fees for asset management
Account minimum: $5,000,000 (for separately managed accounts, with discretion to waive) Minimum fee: Minimum annual fee of $20,000 Fee-only: Financial planning/consulting fees offered on flat or hourly fee basis, negotiated case-by-case
Work history
AWM Capital, LLC
2023 - Present (3 years)
BIP Wealth, LLC
2023 - 2023 (1 year)
BIP Wealth, LLC
2022 - 2023 (1 year)
United Midwest Savings Bank
2021 - 2022 (1 year)
Budros, Ruhlin, & Roe Inc.
2019 - 2021 (2 years)
Live Oak Bank
2019 - 2019 (1 year)
Live Oak Bank
2019 - 2019 (1 year)
Unemployed
2018 - 2019 (1 year)
Chicago White Sox
2013 - 2018 (5 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Michael S
Series 66
Marion, OH
Edward Jones
Chad W
Series 66
Lexington, OH
Edward Jones
David W
Series 66
Mount Gilead, OH
Edward Jones
Donald S
Series 63, Series 66
Lexington, OH
Sovereign Asset Management
Henrietta S
Series 63
Lexington, OH
Sovereign Asset Management
Lori S
Series 63
Marion, OH
MWA Financial Services Inc.
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