MWS Capital Consultants LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$193,676,494
Total clients
124
48% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
41
Average account size
$1,561,907
About
MWS Capital Consultants LLC is an SEC‑registered advisory firm that manages approximately $194 million for about 124 client accounts and operates with three advisors. The firm provides tailored wealth management, including discretionary and non‑discretionary portfolio management, comprehensive financial planning delivered through the eMoney platform, and services for individuals, high‑net‑worth clients, trusts, and corporate retirement plans.
The firm’s stated investment approach is a Classic Portfolio Management strategy that emphasizes long‑term, “held for investment” ownership of common stocks, bonds, notes and funds, supplemented by fundamental, technical, charting and cyclical analysis; it does not employ automated, quantitative, or algorithmic strategies. Portfolios may be actively managed when conditions warrant, are diversified across equities, fixed income and funds (including private investment funds), and clients may impose reasonable investment restrictions.
The brochure includes performance presentations and references to corporate rating services as research inputs, and the firm discloses that it advertises third‑party ratings — a practice that is uncommon among peer firms. MWS Capital also clearly discloses its custody and fund‑selection practices (including primary custody with Fidelity and a preference for actively managed funds) and emphasizes advisor‑directed decision making rather than systematic models, which shapes its client reporting and engagement.
Client services
Expertise
Fee options
$0 - $2,000,000: 0.85% $2,000,000 - $10,000,000: 0.80% $10,000,000+: 0.75%
Account minimum: $1,000,000
Main office location
MWS Capital Consultants LLC
750 North State Street, 7 Th Floor
Chicago IL 60654, United States
Number of offices
2
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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