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CW Securities
CW Securities, run by Micah J. Popham in Knoxville, structures DSTs and private placements distributed through its own broker-dealer to independent advisors.
Overview
CW Securities is a US-based asset manager with its headquarters in Knoxville. The firm focuses on managing assets in North America.
General information
Firm type
Generalist
Location
Region
North America
Country
United States
City
Knoxville
Corporate office
Knoxville, TN, United States
Frequently asked questions
What does CW Securities actually do?
CW Securities sponsors and distributes private-placement securities, with an emphasis on Delaware Statutory Trusts designed for real-estate investors seeking 1031 exchange treatment. It operates as both a Registered Investment Adviser and a FINRA-member broker-dealer, meaning it can manufacture investment products and distribute them through its own network of selling agreements with independent financial advisors. Most of its known offerings involve single-tenant net-leased commercial properties in the southeastern United States.
Does CW Securities have institutional or international investors?
There is no public evidence of institutional or international limited partners. The firm's entire distribution model — FINRA-registered broker-dealer with selling agreements to independent financial advisors — targets US retail investors, particularly those executing 1031 exchanges. Institutional allocators do not appear in any regulatory or marketing footprint associated with the firm.
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