Kenny Nathan Conwell

Capitalwize, LLC

8 Years of Experience

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Firm Information

Capitalwize, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

5 advisors

Number of Clients

45 clients

Average Client Portfolio

$31K average

Assets Under Management

$1.4M

Fee Structure

This document is a brochure supplement and does not contain any fee information. Please refer to the CapitalWize brochure for fee details.

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Areas of Practice

Investment Management

Advisor Information

Office location

1100 Peachtree St. Ne, Ste. 200, Atlanta, GA, 30309

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Kenny is the owner and insurance agent for CNK Companies & Co. He spends about a quarter of his time on marketing, consulting, and insurance sales, with less time spent during securities trading.