WB
William N. Beynon
CWA ASSET MANAGEMENT GROUP
Naples, FL 34109
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CRD#: 2849087
WB
Professional summary
William Nick Beynon, who also goes by Bill Nick Beynon, is a registered financial advisor currently at CWA ASSET MANAGEMENT GROUP located in Naples, Florida.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. William has worked at 7 firms and has passed the Series 65 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Bill Nick Beynon
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)CAPITAL WEALTH ADVISORS. START DATE 2004-787 5TH AVE. S NAPLES,FL.; ESTATE PLANNING AND INSURANCE SERVICES. PRESIDENT & CEO. 34 HOURS PER WEEK SPENT. NON INVESTMENT RELATED. 2)CAPITAL CONSULTING GROUP. START DATE 2007. REGISTERED INVESTMENT ADVISER. PRESIDENT & CEO. 6 HOURS PER WEEK SPENT. INVESTMENT RELATED. 3)CWA ASSET MANAGEMENT GROUP, LLC. START DATE 2011. REGISTERED INVESTMENT ADVISER. CO-OWNER, PRESIDENT, & CEO. 3 HOURS PER WEEK SPENT. INVESTMENT RELATED. 4)CWA ADVISOR SERVICES, LLC. START DATE 2010. INSURANCE SALES. CO-OWNER. 0 HOURS PER WEEK SPENT. NON INVESTMENT RELATED. 5)BIO BRANDS, LLC. START DATE 2010. FERTILIZATION & PEST CONTROL. CO-OWNER. 1 HOUR PER WEEK SPENT. NON INVESTMENT RELATED. 6)B+B CAPITAL, LLC. START DATE 2007. PERSONAL HOLDINGS AND INVESTMENTS. CO-OWNER. O HOURS PER WEEK SPENT. NON INVESTMENT RELATED. 7)5TH AVENUE BROKERAGE,LLC START DATE 2012;CO-OWNER-INSURANCE BROKERAGE 55 TIME SPENT. 8)ADVISOR PIPELINE, LLC - 787 5TH AVE SOUTH, NAPLES, FL 34102, INACTIVE CORPORATION, 0% OF TIME SPENT. 9)GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC., 9130 Galleria Court, Naples, FL 34109, REGISTERED INVESTMENT ADVISORY, PARTNER 10) ORIGEN HOLISTIC SPIRITS, INC. START DATE 2023. PASSIVE INVESTMENT IN SPIRITS COMPANY. PASSIVE INVESTOR. 0% OF TIME SPENT. NOT INVESTMENT RELATED.
CRS (Client Relationship Summary) - RIA
Click below to view William Nick Beynon's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 24, 2012 - Present
CWA ASSET MANAGEMENT GROUP
Office #1: 9130 Galleria Court Third Floor, Naples, FL 34109RIA
CRD#: 158940
Naples, FL
Past
March 3, 2014 - August 21, 2015
FGI INVESTMENT STRATEGIES, LLC
RIA
CRD#: 169556
NAPLES, FL
Past
February 27, 2013 - December 31, 2022
CWA NAPLES, LLC
RIA
CRD#: 166489
NAPLES, FL
Past
December 12, 2012 - March 3, 2014
G.F. INVESTMENT SERVICES, LLC
BD
CRD#: 132939
NAPLES, FL
Past
September 13, 2012 - December 7, 2012
KOVACK SECURITIES INC.
BD
CRD#: 44848
NAPLES, FL
Past
November 3, 2011 - September 12, 2012
G.F. INVESTMENT SERVICES, LLC
BD
CRD#: 132939
NAPLES, FL
Past
March 17, 2011 - December 31, 2019
CAPITAL WEALTH ADVISORS
RIA
CRD#: 141079
NAPLES, FL
Past
July 24, 2009 - December 31, 2010
ATRIUM GLOBAL BOND FUND, LLC
RIA
CRD#: 149981
NAPLES, FL
Past
November 6, 2008 - December 31, 2010
CAPITAL WEALTH ADVISORS
RIA
CRD#: 141079
NAPLES, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CWA ASSET MANAGEMENT GROUP
BLUEHARBOR WEALTH ADVISORS | CWA ASSET MANAGEMENT GROUP, LLC | CWA ASSET MANAGEMENT GROUP | CAPITAL WEALTH ADVISORS
CRD#: 158940 / SEC#: 801-79715
RIA
Registered Investment Advisory firm - (5/22/2014 Approved)Florida
Registered Investment Advisory firm - (5/23/2014 Terminated)Nebraska
Registered Investment Advisory firm - (5/23/2014 Terminated)North Carolina
Registered Investment Advisory firm - (5/23/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(1/24/2012)
IAR
North Carolina(7/23/2013)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
CA
CWA ASSET MANAGEMENT GROUP
BLUEHARBOR WEALTH ADVISORS | CWA ASSET MANAGEMENT GROUP, LLC | CWA ASSET MANAGEMENT GROUP | CAPITAL WEALTH ADVISORS
CRD#: 158940 / SEC#: 801-79715
RIA
Registered Investment Advisory firm - (5/22/2014 Approved)Florida
Registered Investment Advisory firm - (5/23/2014 Terminated)Nebraska
Registered Investment Advisory firm - (5/23/2014 Terminated)North Carolina
Registered Investment Advisory firm - (5/23/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9130 Galleria Court Third Floor, Naples, FL 34109
Mailing Address
Phone number
(239) 434-7434
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,702 |
| AUM (Assets Under Management) | $ 4,065,327,201 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/05/2025 | ||
| 12/20/2024 | ||
| 10/13/2023 | ||
| 12/09/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
