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CB

Caitlin A. Brown

RW INVESTMENT MANAGEMENT LLC
Eagle, ID 83616
Some features on this profile are disabled
CRD#: 7473097
CB

Professional summary

Caitlin Alynn Brown is a registered financial advisor currently at RW INVESTMENT MANAGEMENT LLC located in Eagle, Idaho.

Caitlin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Caitlin has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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. Boise Estate Planning Council - Board Member; not investment related; 08/01/2024; Local group of professionals who meet monthly for educational seminars and networking.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Caitlin Alynn Brown's CRS (Customer Relationship Summary).
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®
None

Experience

Current

January 26, 2022 - Present

RW INVESTMENT MANAGEMENT LLC

Office #1: 1028 S. Bridgeway Place Suite 200, Eagle, ID 83616
RIA
CRD#: 282707
Eagle, ID

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".
RI
RW INVESTMENT MANAGEMENT LLC
RATHBONE WARWICK INVESTMENT MANAGEMENT | RW INVESTMENT MANAGEMENT LLC | RW INVESTMENT MANAGEMENT | RATHBONE WARWICK INVESTMENT MANAGEMENT LLC

CRD#: 282707 / SEC#: 801-107268

RIA
Registered Investment Advisory firm - (2/22/2016 Approved)

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
Idaho
(1/26/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/26/2022
Uniform Investment Adviser Law Examination

Current Firm

RI
RW INVESTMENT MANAGEMENT LLC
RATHBONE WARWICK INVESTMENT MANAGEMENT | RW INVESTMENT MANAGEMENT LLC | RW INVESTMENT MANAGEMENT | RATHBONE WARWICK INVESTMENT MANAGEMENT LLC

CRD#: 282707 / SEC#: 801-107268

RIA
Registered Investment Advisory firm - (2/22/2016 Approved)
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Contact information

Main Address
1028 S. Bridgeway Place Suite 200, Eagle, ID 83616
Mailing Address
Phone number
(208) 333-1433
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (10 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE (3/13/2025)

Regulatory assets under management

Total Number of Accounts2,344
AUM (Assets Under Management)$ 1,470,660,219

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.

Company Information

RW INVESTMENT MANAGEMENT LLC

CRD#: 282707Eagle, ID 83616

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