TRANSWESTERN CAPITAL ADVISORS, LLC
Newport, United States · CRD 141605
SEC-registered investment adviser since 2006 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$73.7m
- Main clients (by assets)Mutual funds and ETFs 100%
- Websitetranswestcap.com
- Form ADV · 2026-03-31SEC adviser record
- Kindmutual funds
- Others nearbyNewport, RI
As an employer
- Staff (Form ADV)1 · 1 in investment roles
- Offices in1 country