CEO, Senior Private Wealth Advisor
CEO, Senior Private Wealth Advisor, CFP®, CPWA®, CIPM

Brandon Averill

Brandon Averill is the CEO and co-founder of AWM Capital, a prominent multi-family office specializing in financial services for athlete families.

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About Brandon

Brandon Averill is the CEO and co-founder of AWM Capital, a leading multi-family office dedicated to serving athlete families. With over a decade of experience in financial services, Brandon helps clients navigate the complexities of building multi generational wealthy flourishing families, offering specialized services in investment strategy, tax optimization, and legacy planning. Brandon is renowned for his personalized, human-centric approach, fostering long-term relationships built on trust and transparency. He is a thought leader in the multi-family office space, often sharing insights on financial strategies and market trends relevant to athlete families. Brandon holds the Certified Private Wealth Advisor® (CPWA®) and Certified Financial Planning® (CFP®)  designations, reflecting his commitment to delivering sophisticated financial solutions tailored to the unique needs of athletes and their families.

Sports bio

Brandon Averill had a distinguished athletic career, being drafted by the Houston Astros after excelling at UCLA. In high school, he was named the Southern Section CIF Player of the Year while leading the Villa Park Spartans to a CIF championship. His experiences as a high-level athlete laid the foundation for his future role as co-founder of AWM Capital.

Advanced Designations & Certifications

  • Certified Private Wealth Advisor (CPWA®)
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certificate in Investment Performance Measurement (CIPM®)

Education

  • The University of Chicago Booth School of Business – CPWA Certificate
  • UCLA – Certificate of Personal Financial Planning
  • UCLA – B.A. Sociology, minor in Political Science

More from [First Name]

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Strategic Tax Planning: Maximizing Wealth Beyond Tax Season | AWM Insights #195

Tax has a crucial role in wealth generation and preservation. Professional athletes have very complex tax situations which make tax planning a year-round endeavor, not just a one-time stop during tax filing season. The importance of integrating tax strategies with investment planning can't be stressed enough as we have seen the countless pitfalls of receiving separate tax and investment advice.
March 29, 2024

Real Estate in the Multi-Generational Wealth Formula | AWM Insights #192

Incorporating real estate's unique advantages while considering and planning for the challenges is essential to building a well-diversified and prudent financial structure.
March 4, 2024

Investing Beyond Elections | AWM Insights #190

The complexity of predicting market reactions due to events or scenarios playing out can be perfectly proved by looking at elections. There has been no statistically significant data that has shown elections swaying markets in any direction. Making investment decisions based on election results is a dangerous game to play. Long-term financial planning can create value while short-term trading strategies influenced by political events are more likely to destroy it.
February 19, 2024