# BWS FINANCIAL

BWS FINANCIAL is a RIA based in Woodland Hills, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Woodland Hills, United States
- **Region:** North America
- **Address:** United States
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** bwsfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/bws-financial-inc

## Regulatory record

- **CRD number:** 122074
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/122074

## About

BWS Financial provides specialized investment research services to institutional investors. It is an exclusive subscription-based stock idea service limited to 40 investors, offering independent research on catalyst-driven value stocks, often with market capitalizations under $2.5 billion. The firm follows a generalist approach with frequent ideas in industrial, technology, media, and telecom.

## Sectors

- Real Estate
- Private Credit
- Hedge Funds
- Energy Transition & Renewables
- Infrastructure

## People

- William S. Fisher — Founder & Managing Director
- John H. Fisher — Managing Director

## Questions

### How does BWS FINANCIAL deploy capital?

The firm invests across real estate, private credit, hedge funds, energy transition, and infrastructure. It favors direct co-investments and club deals over fund-of-funds structures, maintaining a long-term, multi-generational outlook (public record).

## Related profiles

- [Elliott Financial, LLC](https://altss.com/profile/elliott-financial-llc)
- [McAvoy Kemp Wealth Management](https://altss.com/profile/mcavoy-kemp-wealth-management-llc)

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Last updated: 2026-08-11T15:06:20.694Z

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