# JWC Capital Management, LLC

> JWC Capital Management, LLC is a state-registered investment advisory firm in Annapolis, MD, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 311713
- Filed as: JWC CAPITAL MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Annapolis, MD
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/311713
- AdvisorCensus page: https://advisorcensus.com/firm/jwc-capital-management-llc-annapolis-md-311713

## Quick answers

**How is JWC Capital Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), JWC Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is JWC Capital Management, LLC located?**
JWC Capital Management, LLC's principal office is in Annapolis, MD, according to its Form ADV.

**Is JWC Capital Management, LLC registered with the SEC or a state?**
JWC Capital Management, LLC is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 311713.

**How much does JWC Capital Management, LLC manage?**
JWC Capital Management, LLC reports $11,711,545 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does JWC Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (5).

**Does JWC Capital Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/311713

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $11,711,545
- Discretionary: $11,711,545
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $345,022 |
| High net worth individuals | 5 | $8,418,982 |
| Other | Fewer than 5 | $2,947,541 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- jwccapitalmanagement.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. JWC Capital Management, LLC (CRD 311713): Form ADV filing data as of October 2026.