AWM Capital

Overview

AWM Capital, LLC lists its principal office in Phoenix, Arizona, and its directory record reports five other offices and 38 employees as of March 13, 2026.²³ The firm’s website presents its public facing brand as The Athlete Family Office and says it focuses on managing wealth for professional athlete families.⁴ The website lists NFL, MLB, PGA, and NHL audiences.⁴

History

The SEC record identifies AWM Capital, LLC as the firm’s legal and primary business name.¹ Its regulatory identifiers include CRD 287980, SEC file number 801 114373, and CIK 1806820.¹ The current website uses The Athlete Family Office as its public facing brand.⁴ The website also publishes an AWM Insights series covering athlete business management, financial planning, investing, and related topics.⁴

Leadership

AWM Capital is owned by Erik Averill, Brandon Averill, Robert McConchie, Justin Dyer, and minority members.² Brandon Averill is identified as Managing Member.² Erik Averill, Robert McConchie, and Justin Dyer are identified as members of AWM.² Sam Acho is listed by the website as a Family Office Advisor, a nine year NFL veteran, a former NFLPA vice president, and an ESPN analyst.⁴

AWM Ventures LLC is owned equally by Brandon Averill, Erik Averill, Robert McConchie, and Justin Dyer.² AWM Ventures is described as managing member or general partner of several private equity and venture capital vehicles.²

Services

AWM states that it provides fee based investment and financial planning advice.² Reported advisory services include financial planning, portfolio management for individuals and small businesses, and portfolio management for pooled vehicles.³ Reported compensation methods include a percentage of assets under management, hourly charges, and fixed fees.³

Financial planning may involve defining client priorities and implementing portfolio recommendations.² Financial structure management may include identifying priorities and anticipated funding requirements, along with transfers between operating and investment accounts to fund those priorities.² Tax planning may include tax minimization strategies and reviews of prior year tax returns.² Estate planning may include wealth preservation and distribution strategies, and AWM says it integrates estate planning with income tax and investment strategies.²

Insurance analysis may include reviewing existing policies and recommending cost savings or additional coverage.² The firm may recommend outside professionals such as attorneys, insurance brokers, real estate agents, and mortgage brokers.²

AWM describes private fund strategies that include private equity, venture capital, and real estate markets.² It states that private fund allocations are made for individual clients and that performance is reported quarterly using managers’ valuation policies or internal valuation procedures for individual investments.²

What the firm offers

• Investment management
• Financial planning
• Tax planning
• Estate planning
• Risk and insurance
• Private and alternative investments

Client focus

The directory record lists individuals other than high net worth individuals, high net worth individuals, and pooled investment vehicles as client categories.³ The firm’s website says it focuses on professional athlete families and identifies NFL, MLB, PGA, and NHL audiences.⁴

Investment philosophy and approach

AWM says it is held to a fiduciary standard and must act in clients’ best interests.² The firm describes its investment platform as open architecture and says it does not receive incentives to promote proprietary products.² AWM reports using long term purchases, with securities held for a year or longer, as an investment strategy.²

Assets and minimums

The directory record reports regulatory assets under management of $1,487,239,767 as of March 13, 2026.³ It reports 219 non high net worth individual clients with $75,151,469 in assets, 236 high net worth individual clients with $1,294,206,494 in assets, and 12 pooled vehicles with $110,636,803 in assets.³

By the numbers

FAQs

Related resources

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• Network siteEstatePlanner.com

  EstatePlanner.com's guides explain wills, trusts, beneficiary designations, and related decisions. Readers considering AWM Capital, LLC can use these materials to prepare for conversations about estate planning, tax planning, and wealth transfer, especially when family assets, business interests, or professional athlete income require coordination.

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• GuideMultifamily office fees

  This fee guide outlines common ways multifamily offices charge for investment management and planning services. Readers can use it to prepare questions about advisory fees, other expenses, alternative investments, insurance work, and how costs may apply to a family, business owner, or professional athlete household.

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  Profiles for PROATHLETE WEALTH MANAGEMENT LLC, Bennett & Porter, and SharpePoint offer additional points of comparison on this site. Reviewing their stated services and client focus can help readers assess which questions to ask about investment management, planning, tax and estate coordination, and private or alternative investments.

Sources

1. SEC Form ADV, accessed October 23, 2026
2. AWM Form ADV Part 2A, published March 28, 2024, accessed October 23, 2026
3. Directory record, as of March 13, 2026.
4. AWM website, accessed October 23, 2026

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.