FWL Investment Management, LLC
FWL Investment Management, LLC is a wealth management and investment advisory firm based in Dallas, Texas, United States. The firm specializes in serving high net worth individuals as well as other investment advisers, with over $800 million in assets under management as of April 2025. Founded in Texas, FWL provides tailored portfolio management and investment strategies to its clients. The firm has a small team, with approximately 9 employees, and focuses on comprehensive financial planning, investment management, and serving primarily US-based clients.
Investment Strategy
FWL Investment Management, LLC emphasizes a diversified portfolio approach with holdings across major sectors and public equities such as Microsoft, Alphabet, Oracle, Nvidia, and Cheniere Energy. The firm is focused on growth and value equities, usually with large-cap orientation. FWL caters to high net worth individuals and provides discretionary management for most accounts, employing in-depth fundamental research and risk management. The firm also manages accounts for other investment advisers, indicating sophistication in portfolio design and execution, and prioritizes client outcomes through customized financial planning and direct access to senior management.
Top Holdings
Equity Positions (323)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
O ORCL | ORACLE CORP COM | 4.96% | $16.2M | 74,136 | $143.20 | $218.63 | +$5.8M |
M MSFT | MICROSOFT CORP COM | 4.80% | $15.7M | 31,556 | $276.80 | $497.41 | +$3.9M |
L LNG | CHENIERE ENERGY INC COM NEW | 4.80% | $15.7M | 64,374 | $157.24 | $243.52 | +$192.1K |
B BIL | SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 4.11% | $13.4M | 146,583 | $91.65 | $91.73 | +$6.8M |
G GOOG | ALPHABET INC CAP STK CL C | 4.11% | $13.4M | 75,762 | $111.47 | $177.39 | +$771.3K |