CWC Advisors provides financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled vehicles. Financial planning was provided to 51–100 clients last fiscal year. The firm advises 1 private fund.
CWC Advisors reports 232 clients. They include 231 high-net-worth individuals and 1 pooled investment vehicle. Of its assets, 98.0% ($437M across 1,130 accounts) are managed with discretion; $8.83M across 59 accounts are not. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 100% | 45% |
| Pooled investment vehicles | <1% | 9% |
| Charitable organizations | Fewer than 5 | 46% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 231 | $200M | 44.9% | $865K |
| Pooled investment vehicles | 1 | $39.3M | 8.8% | $39.3M |
| Charitable organizations | Fewer than 5 | $206M | 46.3% | — |
| Total | 232 | $445M | 100% | — |
- Clients
- 231
- Regulatory AUM
- $200M
- AUM share
- 44.9%
- Avg. per client
- $865K
- Clients
- 1
- Regulatory AUM
- $39.3M
- AUM share
- 8.8%
- Avg. per client
- $39.3M
- Clients
- Fewer than 5
- Regulatory AUM
- $206M
- AUM share
- 46.3%
- Avg. per client
- —
Total
- Clients
- 232
- Regulatory AUM
- $445M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 51–100
CWC Advisors is paid through a percentage of assets under management and fixed fees (other than subscription fees); its fees and minimums are set out in its brochures on the SEC website.
Cleland Woolworth Capital Group LLC owns 75% or more of CWC Advisors and is in turn owned by Thane Cleland (50–75%) and Gary Woolworth (25–50%). Thane Cleland is CEO; the leadership team includes President Gary Woolworth. It has 9 employees, 8 of them in advisory roles.
Leadership
- Thane ClelandChief Executive Officer, Chief Investment Officer
- Gary WoolworthPresident/Chief Compliance Officer
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Thane Alan Cleland
- Jeffrey Todd Hussey MR.
- Erik William Ogard
- Bryan William Wiepert
- Gary Richard Woolworth
Staff
- 9 employees
- 8 in advisory functions
- 5 state-registered reps
- Owns 75% or more of CWC Advisors, LLC
Cleland Woolworth Capital Group LLC
Control person · since December 2000
- Owns 50% to 75% of Cleland Woolworth Capital Group LLC
Thane Cleland
Control person · since December 2000
- Owns 25% to 50% of Cleland Woolworth Capital Group LLC
Gary Woolworth
Control person · since December 2000
James Daskalos
Member · since December 2000
Larry Cleland
Member · since December 2000
Eric Hamilton
Member · since December 2011
Richard Woolworth Trust
Member · since December 2000
Diane Landgraf
Member · since February 2015
Ty Cleland
Member · since January 2025
CWC Advisors’ regulatory assets grew 3.6× from $123M (March 2021) to $445M (April 2026); clients rose from 161 to 232 and employees from 7 to 9. In 2014, Chinook Capital Management joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $445M | 232 | 9 | 3 |
| March 2025 | $421M | 219 | 9 | 3 |
| March 2024 | $163M | 175 | 9 | 2 |
| March 2023 | $148M | 177 | 7 | 1 |
| March 2022 | $153M | 160 | 5 | 1 |
| March 2021 | $123M | 161 | 7 | 1 |
Firms that joined
20141 joined
- Chinook Capital ManagementNo filed AUM
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, CWC Advisors has 2 offices (2 private residences, listed without an address), with 1 listed address in Oregon.
Oregon · 1 listed address
- 5800 Meadows Road, Suite 230, Lake OswegoHQ
Other business names
CWC Advisors has reported 2 other business names to the SEC.
- Cascade Wealth Group
- Exceptional Portfolio
Contact and registration details
- Legal name
- CWC Advisors, LLC
- Headquarters
- 5800 Meadows Road, Suite 230, Lake Oswego, OR 97035-8899
- Website
- cwcadvisors.com
- Phone
- 503-968-0950
- SEC file
- 801-62369
- Structure
- Oregon LLC
- Fiscal year end
- December
CWC Advisors uses Charles Schwab ($394M) as custodian for its separately managed accounts. CWC Advisors has custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $394M100%
At year end, CWC Advisors’ separately managed accounts were mostly in stocks (54%) and cash (23%). Its reported 13F holdings for the quarter ended 30 June 2026 total $225M across 152 positions; the largest are Vanguard BD Index Fds (5.2%), Broadcom Inc. (3.4%) and Apple Inc. (3.3%).
What the accounts hold
- Stocks54%
- Funds22%
- Registered funds12%
- Pooled vehicles10%
- Bonds1%
- Cash23%
Reported 13F holdings
- $225M
- Reported 13F value
- 152
- Positions
- 31.1%
- In the 10 largest
- +7.2%
- Value vs. prior quarter
- Vanguard BD Index Fds · Vanguard Ultra5.2%
- Broadcom Inc.3.4%
- Apple Inc.3.3%
- Vanguard Scottsdale Fds · Inter Term Treas3.3%
- Vaneck ETF Trust · Clo ETF3.2%
- iShares TR · 20 YR TR BD ETF2.7%
- Nvidia Corporation2.7%
- SPDR Index Shs Fds · ST Str Acwi ETF2.4%
- Vaneck ETF Trust · IG Floa Rate ETF2.4%
- Valued Advisers TR · Regan Fltg Rate2.4%
Together, the ten largest are 31.1% of reported value.
How many clients does CWC Advisors have?
CWC Advisors has 232 clients and manages $445 million for them, as of April 2026. They include 231 high-net-worth individuals and 1 pooled investment vehicle.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 April 2026
What services does CWC Advisors offer?
CWC Advisors provides financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does CWC Advisors use?
CWC Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $394M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 April 2026
How many financial advisors does CWC Advisors have?
CWC Advisors has 5 investment adviser representatives registered with state securities authorities, out of 9 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does CWC Advisors invest in?
At the end of its last fiscal year, CWC Advisors’ separately managed accounts held 54% exchange-traded equities, 23% cash and equivalents, 12% registered funds (mutual funds, ETFs, BDCs), 10% pooled vehicles (private funds and similar) and 1% U.S. government and agency bonds. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns CWC Advisors?
CWC Advisors is owned through a holding company by Gary Woolworth and Thane Cleland. Its direct owner is Cleland Woolworth Capital Group LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 14 April 2026
How does CWC Advisors get paid?
CWC Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact CWC Advisors?
CWC Advisors’ main office is at 5800 Meadows Road, Suite 230, Lake Oswego, OR 97035-8899. Its phone number is 503-968-0950. Its website is cwcadvisors.com.