About AWM Capital
AWM Capital is a Financial Services company based in Los Angeles (United States) founded in 2017 by Robert McConchie, Erik Averill, and Brandon Averill. Wealth management services are provided to clients by AWM Capital. AWM Capital has raised $4.75 million across 1 funding round. AWM Capital offers products and services including Wealth Management System, Family Office Services, and Investment Advisory. Its focus areas include Asset Management and Wealth Management. Its legal entity is AWM Capital LLC. Its competitors include Raymond James, Focus Financial Partners and Alera Group; 2 of its 3 listed competitors have raised funding.
Company details
AWM Capital was established in 2017 and is based in Los Angeles, United States. Operations are centered in the financial sector, where wealth management services, including investment advisory and asset allocation, are delivered to individual and institutional clients. The firm is led by co-founders Robert McConchie and Erik Averill, alongside founder Brandon Averill. Focus remains on tailored financial planning within the U.S. market.
- Total Equity Funding$4.75M (USD)
in 1 rounds
- Latest Funding Round$4.75M (USD), Series A
Apr 2022
Products & Services of AWM Capital
AWM Capital offers a comprehensive portfolio of products and services, including Wealth Management System, Family Office Services, and Investment Advisory.
Platform for accessing and managing investment portfolios securely
Services for investing, tax, and philanthropy tailored to athletes
Advice on risk management and financial planning for families
Apps and channels of AWM Capital
its YouTube channel AWM Capital | The Athlete Family Office has 384 subscribers and 30 videos.
Videos from AWM Capital
The most watched videos on AWM Capital's YouTube channel, AWM Capital | The Athlete Family Office (384 subscribers). Click a video to play it here.
Funding Insights of AWM Capital
AWM Capital has successfully raised a total of $4.75M through 1 strategic funding round. The most recent funding activity was a Series A round of $4.75 million completed in April 2022. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $4.75M
- Total Rounds 1
- Last Round Series A — $4.75M
- First Round $4.75M
(Apr 2022)
All 1 funding rounds of AWM Capital with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Apr 2022 | $4.75M | Series A | – | – | – |
People of AWM Capital
3 people are tracked at AWM Capital (3 in leadership).
| Name | Role | Group |
|---|---|---|
Robert McConchie | Co-Founder | Leadership |
Erik Averill | Co-Founder | Leadership |
Brandon Averill | Founder | Leadership |
Complete people profiles for AWM Capital
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Timeline of AWM Capital
2 dated milestones of AWM Capital across 5 years, from founding to its latest funding, stage changes and deals.
- Founded AWM Capital is founded.
- Funding First funding round of $4.8M.
Competitors of AWM Capital
AWM Capital has 3 listed competitors in our database, 2 of them funded. They include Raymond James, Focus Financial Partners and Alera Group.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| raymondjames.com | 1962 | St. Petersburg, United States | 18,000 | M&A advisory, capital markets, and wealth management services are offered. | ||
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. | ||
| aleragroup.com | 1995 | Deerfield, United States | $250M | HR, insurance, and liability services are provided by Alera Group. |
Detailed competitors of AWM Capital
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
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Web traffic of AWM Capital
Websites that share an audience with AWM Capital (awmcap.com).
Websites whose visitors overlap most with AWM Capital. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
justballgloves.com | justballgloves.com | 100% | #231,663 | – | |
| nextlegacy.com | 39% | 3.3K | #5,195,734 | View details | |
legacyprosports.us | legacyprosports.us | 37% | #7,572,816 | – |
Top companies in Asset Management
3 companies that operate in the same segment as AWM Capital (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Awm Capital
Complete news archive for AWM Capital
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Frequently Asked Questions about AWM Capital
AWM Capital was founded in 2017 and raised its 1st funding round 5 years after it was founded.
AWM Capital is headquartered in Los Angeles, United States. It is registered at Los Angeles, California, United States.
AWM Capital is a funded company, having raised a total of $4.75M across 1 funding round to date. The company's 1st funding round was a Series A of $4.75M, raised on Apr 2022.
AWM Capital was established in 2017 and is based in Los Angeles, United States. Operations are centered in the financial sector, where wealth management services, including investment advisory and asset allocation, are delivered to individual and institutional clients. The firm is led by co-founders Robert McConchie and Erik Averill, alongside founder Brandon Averill. Focus remains on tailored financial planning within the U.S. market.
AWM Capital's top competitors include Focus Financial Partners, Alera Group and Raymond James.
AWM Capital offers Wealth Management System, Family Office Services, and Investment Advisory.
AWM Capital operates through Awm Capital Llc.