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PFW Advisors LLC
PFW Advisors LLC is an SEC-registered investment adviser headquartered in Atlanta, Georgia. The firm provides investment management and financial planning services, serving primarily high net worth individuals and some retail investors in the United States. As of June 2025, it manages approximately $386 million in assets. PFW Advisors employs a small team—listed as 4 employees as of mid-2025—and has served clients since at least 2011 (first regulatory filings). PFW Advisors offers personalized advisory services with discretionary and non-discretionary options tailored to each client's investment objectives, needs, and risks.
Investment Strategy
PFW Advisors LLC primarily manages investment portfolios for retail and high net worth individuals, emphasizing personalized investment management and financial planning. Clients can select either discretionary management, where the adviser makes investment decisions on their behalf, or non-discretionary, where client approval is required prior to transactions. The firm does not restrict itself to specific security types and may use sub-advisers for certain accounts. Investment choices are customized to each client’s goals, risk tolerance, and needs, with the aim of acting solely in the client's best interest. Compensation structures are designed to minimize conflicts of interest; advisors do not receive differential compensation based on products sold.
Latest 13F Filing Activity
PFW Advisors LLC filed their most recent 13F report on Sep 30, 2025 disclosing 129 equity positions with a total 13F market value of $338M. The fund increased holdings in Vanguard Instl Index FD, Ishares TR, Vanguard Tax-managed FDS among other positions. PFW Advisors LLC reduced exposure to Vanguard BD Index FDS, Coca Cola Co., Union Pac Corp. among others.
Top Holdings
Equity Positions (129)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VMC | VULCAN MATLS CO | 9.75% | $33.0M | 107,190 | $257.23 | $307.62 | +$1.6M |
I IWF | ISHARES TR | 9.04% | $30.6M | 65,236 | $401.58 | $468.41 | +$2.2M |
K KO | COCA COLA CO | 8.93% | $30.2M | 455,081 | $62.26 | $66.32 | -$2.1M |
I IWD | ISHARES TR | 6.85% | $23.2M | 113,836 | $185.13 | $203.59 | +$1.0M |
I IWR | ISHARES TR | 5.20% | $17.6M | 182,133 | $88.40 | $96.55 | +$750.8K |
Industry Allocation
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