Menu
Search icon

CWA ASSET MANAGEMENT GROUP, LLC - Florida Company Profile

Company claim

Is this your business?

Get access!

Company Details

Entity Name: CWA ASSET MANAGEMENT GROUP, LLC
Jurisdiction: FLORIDA
Filing Type: Foreign Limited Liability Co.
Status: Active
Date Filed: 04 Jun 2021 (4 years ago)
Document Number: M21000006785
FEI/EIN Number 452976253
Address: 9130 GALLERIA CT, 3RD FLOOR, NAPLES, FL, 34109, US
Mail Address: 9130 GALLERIA CT, 3RD FLOOR, NAPLES, FL, 34109, US
ZIP code: 34109
City: Naples
County: Collier
Place of Formation: DELAWARE

Key Officers & Management

Name Role Address
FERGUSON BLAINE Member 9130 GALLERIA CT, 3RD FL, NAPLES, FL, 34109
JOHNSON LEWIS Member 9130 GALLERIA CT, 3RD FL, NAPLES, FL, 34109
BEYNON WILLIAM Member 9130 GALLERIA CT, 3RD FL, NAPLES, FL, 34109
FERGUSON BLAINE Agent 9130 GALLERIA CT, NAPLES, FL, 34109

Central Index Key

CIK number:
0001667134
Phone:
239-434-7434
EDGAR Link:
View company profile on EDGAR website

Latest Filings

Form type:
13F-HR
File number:
028-17349
Filing date:
2025-07-17
File:
View File
Form type:
13F-HR
File number:
028-17349
Filing date:
2025-04-21
File:
View File
Form type:
13F-HR
File number:
028-17349
Filing date:
2025-01-06
File:
View File
Form type:
13F-HR
File number:
028-17349
Filing date:
2024-11-01
File:
View File
Form type:
N-PX
File number:
028-17349
Filing date:
2024-08-28
File:
View File

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G22000075383 CAPITAL PORTFOLIOS ACTIVE 2022-06-22 2027-12-31 - 9130 GALLERIA CT 3RD FLOOR, NAPLES, FL, 34109
G22000037959 CAPITAL WEALTH ADVISORS ACTIVE 2022-03-24 2027-12-31 - 9130 GALLERIA CT 3RD FLOOR, NAPLES, FL, 34109

Documents

Name Date
ANNUAL REPORT 2024-04-23
ANNUAL REPORT 2023-04-25
ANNUAL REPORT 2022-04-08
Foreign Limited 2021-06-04

Trademarks

Serial Number:
87869278
Mark:
CAPITAL WEALTH ADVISORS
Status:
Abandoned because the applicant failed to respond or filed a late response to an Office action. To view all documents in this file, click on the Trademark Document Retrieval link at the top of this page.
Mark Type:
Service Mark
Application Filing Date:
2018-04-09
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
CAPITAL WEALTH ADVISORS
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial advisory and consultancy services; Financial advisory and consultancy services, namely, investment advice and consultation, wealth management and estate and retirement planning and family business financial consulting; Financial and investment services, namely, asset and investment acquisi...
First Use:
2004-12-31
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
87792157
Mark:
TRENDS & TAIL RISKS
Status:
A Section 8 declaration has been accepted.
Mark Type:
Service Mark
Application Filing Date:
2018-02-09
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
TRENDS & TAIL RISKS
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
On-line journals, namely, blogs featuring information and advice on investment, financial and wealth management, estate and retirement planning, information and advice on stocks, bonds, options, commodities, futures and other securities, and the investment of funds; Providing on-line non-downloadabl...
First Use:
2014-05-30
International Classes:
041 - Primary Class
Class Status:
ACTIVE
Serial Number:
87393057
Mark:
PROTECT ENHANCE ENJOY
Status:
A Sections 8 and 15 combined declaration has been accepted and acknowledged.
Mark Type:
Service Mark
Application Filing Date:
2017-03-30
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
PROTECT ENHANCE ENJOY
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial advisory and consultancy services, namely, investment advice and consultation, wealth management and estate and retirement planning and family business financial consulting; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodi...
First Use:
2004-12-31
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
87393043
Mark:
CWA
Status:
A Sections 8 and 15 combined declaration has been accepted and acknowledged.
Mark Type:
Service Mark
Application Filing Date:
2017-03-30
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
CWA
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial advisory and consultancy services, namely, investment advice and consultation, wealth management and estate and retirement planning and family business financial consulting; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodi...
First Use:
2004-12-31
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
87393021
Mark:
CWA CAPITAL WEALTH ADVISORS PROTECT ENHANCE ENJOY
Status:
A Sections 8 and 15 combined declaration has been accepted and acknowledged.
Mark Type:
Service Mark
Application Filing Date:
2017-03-30
Mark Drawing Type:
3 - AN ILLUSTRATION DRAWING WHICH INCLUDES WORD(S)/ LETTER(S) /NUMBER(S)
Mark Literal Elements:
CWA CAPITAL WEALTH ADVISORS PROTECT ENHANCE ENJOY
USPTO Link:
View Trademark on United States Patent and Trademark Office Website

Goods And Services

For:
Financial advisory and consultancy services, namely, investment advice and consultation, wealth management and estate and retirement planning and family business financial consulting; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodi...
First Use:
2004-12-31
International Classes:
036 - Primary Class
Class Status:
ACTIVE

Paycheck Protection Program

Jobs Reported:
1
Initial Approval Amount:
$1,500,000
Date Approved:
2020-04-05
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$658,800
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Servicing Lender:
BankUnited, National Association
Use of Proceeds:
Payroll: $658,800

Reviews Leave a review

This company hasn't received any reviews.

Date of last update: 02 Aug 2025

Sources: Florida Department of State

Privacy policy Policy
About us About us Business Directory
Contacts Contact us

© 2025 flprofile.com, Part of Big Data Integrated