CWM, LLC

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UUID6880c703-c9cd-5e77-994d-d7494bcdc890

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:51

Updated2025-10-23 02:24:35

Available Loaders

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

Open
SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

Open

Identifiers

Authority	Identifier	Display	As Of	Confidence
adv_crd	155344	155344	—	1.0
sec_file_number	801-72037	801-72037	—	—

Profile

Websitehttps://www.facebook.com/ButterworthFinancialTulsa/

HQ CityOMAHA

HQ StateNE

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

ADV Metrics

Assets & Accounts

RAUM (total)33,775,526,748.0
RAUM (discretionary)33,304,766,827.0
Actionable assets21,069,931,790.0
Accounts124,944.0

Institutional Clients

Government AUM—
Pension AUM1,821,447,956.0
Charitable AUM—
HNW AUM17,076,036,373.0

As of 2025-07-30 00:00:00 • Source ia09022025.xlsx

People

Name	Title	Role	Email	Evidence
APPLEGARTH, MARK, DANIEL	CFO	OFFICER	—	{"filing_id": "2019055", "owner_id": "5243868", "source": "adv_part1", "table": "Schedule_A_B"}
BCC BLUEPRINT HOLDINGS I, LLC	DIRECT OWNER	OFFICER	—	{"filing_id": "2019055", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
BCC BLUEPRINT HOLDINGS II, LLC	DIRECT OWNER	OFFICER	—	{"filing_id": "2019055", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
BCC BLUEPRINT INVESTMENTS, LP	DIRECT OWNER	OFFICER	—	{"filing_id": "2019055", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
BOYLE, JOHN, THOMAS	SVP, RIA OPERATIONS	OFFICER	—	{"filing_id": "2019055", "owner_id": "1242536", "source": "adv_part1", "table": "Schedule_A_B"}
CARSON GROUP HOLDINGS, LLC	DIRECT OWNER	OFFICER	—	{"filing_id": "2019055", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
CARSON GROUP, INC.	DIRECT OWNER	OFFICER	—	{"filing_id": "2019055", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
CARSON, OMANI, ROSE	FOUNDER AND CHAIRMAN	OFFICER	—	{"filing_id": "2019055", "owner_id": "1238219", "source": "adv_part1", "table": "Schedule_A_B"}
Clements, James	CHIEF COMPLIANCE OFFICER	OFFICER	—	{"filing_id": "2019055", "owner_id": "2445775", "source": "adv_part1", "table": "Schedule_A_B"}
Hunt, Lantz	SVP, CHIEF INTEGRATIONS OFFICER	OFFICER	—	{"filing_id": "2019055", "owner_id": "3017958", "source": "adv_part1", "table": "Schedule_A_B"}
WHITE, GEORGE, BURTON	CEO	OFFICER	—	{"filing_id": "2019055", "owner_id": "3057759", "source": "adv_part1", "table": "Schedule_A_B"}

Outbound Affiliations

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Inbound Affiliations

Relation	Organization	Last Updated	Evidence
No inbound affiliations.

Evidence

adv_part1

data/raw/sec_adv/raw_adv/ADV_Filing_Data_20250901_20250930/IA_ADV_Base_A_20250901_20250930.csv 2025-10-23 02:24:35 • csv
```
{
  "date_submitted": "09/30/2025 01:39:59 PM",
  "filing_id": "2019055",
  "reg_type": "IA"
}
```