Gary Carmell is a CFA-designated registered investment advisor at Cws Capital Partners LLC, based in Newport Beach, CA, with 30 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Real Estate Investing. Their firm serves 30 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CWS Capital Partners does not charge individual investors any direct investment fees. They earn indirect fees through affiliated companies that manage the real estate funds. These affiliates may receive reimbursement for expenses, asset management fees, accounting fees, disposition fees, mortgage brokerage fees, and development, construction, and administration fees.
Location
14 Corporate Plaza, Suite 210, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Gary is an owner/officer and advisory board member of CWS Capital Partners LLC, CWS Corporate Housing LLC, and CWS Apartment Homes property management firm, and a GP of numerous limited partnerships. He also spends about a quarter of his time as an author and owner of The Philosophical Investor, selling books and managing a blog and website.
Employment History
Current Registrations
Cws Capital Partners LLC
Cws Investments
Cws Investments
Cws InvestmentsBroker
Previous Registrations
Clayton, Williams & Sherwood InvestmentsBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.