# C. W. O'Conner Wealth Advisors

C. W. O'Conner Wealth Advisors is a Multi Family Office based in Duluth, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Duluth, United States
- **Region:** North America
- **Address:** 3175 Satellite Boulevard, Suite 110, Duluth, GA, United States
- **Founded:** 1995
- **Assets under management:** Approximately $233M (Altss estimate)
- **Website:** cwoconner.com
- **LinkedIn:** https://www.linkedin.com/company/c-w-o-conner-wealth-advisors-inc

## Regulatory record

- **CRD number:** 125646
- **SEC file number:** 801-66146
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-02-18T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/125646

## About

Clifford O'Conner founded the Duluth-based firm in 1995, drawing on a career that included a CFO role at McWhirter Realty Corp., partnership in real estate developments, and deep roots in public accounting. The practice was built to serve entrepreneurial business owners and their families, with O'Conner's son, Kevin, later joining as a financial advisor and the second generation of the family in the business. The firm deploys capital across a deliberately wide aperture: private equity (spanning venture capital, growth, and buyout stages), distressed debt and special situations, private credit, hedge funds, and direct real estate. Geographic focus is concentrated in North America. Investment access combines fund-of-funds commitments, direct co-investments, and hedge fund allocations. Confirmed holdings include a mixed-use real estate portfolio in Georgia and undisclosed private debt and equity positions across the US. Operating from a single office in Duluth with a three-person team, the firm maintains professional designations including CIMA, CPWA, and ChFC credentials, and has held NAPFA membership since 2005. Philanthropic activity centers on Atlanta-area organizations: the firm supports Developmental Disabilities Ministries and MUST Ministries. In 2025, the firm added Kassia Jezak as a client services associate, bringing institutional operations experience from Fidelity Investments. Succession architecture is the structural differentiator. The firm operates as a family-controlled RIA where the founder still leads strategy, his son manages client relationships, and the service model is built explicitly for private business owners navigating entity structure, ownership transitions, and retirement plans — a continuity bet that embeds multi-generational stewardship into its own governance.

## Sectors

- Distressed & Turnaround
- Private Equity
- Real Estate
- Private Credit

## People

- Clifford W. O'Conner — Founder and President
- Kevin O'Conner — Financial Advisor
- Kassia Jezak — Client Services Associate

## Questions

### Who runs investment decisions at C. W. O'Conner?

Founder and President Clifford O'Conner leads investment strategy, drawing on his background in corporate finance, real estate development, and public accounting. He holds CIMA and CPWA designations from the Investments & Wealth Institute. His son, Kevin O'Conner, serves as a financial advisor on client-facing planning and portfolio construction.

### How does the firm source its private-market deal flow?

The firm relies on a network built from Clifford O'Conner's operating career — including his CFO role at McWhirter Realty Corp. and direct real estate partnerships — rather than a centralized institutional sourcing platform. This relationship-driven approach channels opportunities in distressed debt, private equity funds, and direct real estate, concentrated in the Southeastern US.

### Does the firm invest directly or through funds?

C. W. O'Conner uses both structures. It commits to fund-of-funds for private equity, makes direct co-investments, participates in hedge fund allocations, and holds direct real estate assets, including a mixed-use portfolio in Georgia. Its private credit investments span both direct and intermediated vehicles.

### What is the firm's succession plan?

The firm has an active intergenerational structure in place. Kevin O'Conner, the founder's son, is an integral part of the advisory team, while Clifford O'Conner continues to lead investment and business strategy. This embedded family continuity is paired with a service model built around business-owner lifecycle events — entity structure, ownership transitions, and retirement plans.

## Related profiles

- [Clementine Investments](https://altss.com/profile/clementine-investments-llc-greg-ohara-family-office)
- [Breakaway Capital](https://altss.com/profile/breakaway-capital-andrew-and-peggy-cherng-family-office)

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Last updated: 2026-07-06T00:31:46.589Z

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