AWM Capital

What AWM Capital does

AWM Capital is a privately held, Phoenix-based family office and business consulting firm specialized in serving professional athletes and their families across the NFL, MLB, PGA, and NHL leagues. The firm positions itself as "The Athlete Family Office" and was founded by former professional athletes (Sam Acho - 9-year NFL veteran, Aaron Goldberg - former PGA golfer, Zach Miller - Super Bowl Champion and 8-year NFL veteran, Travis Chick - former MLB pitcher) who serve as client-facing advisors alongside certified financial professionals holding CFP, CPWA, CIPM, and AEP designations. AWM offers an integrated suite of family office services including investment management, tax planning and compliance, estate planning, philanthropy management, risk management, family coaching, career transition support, league benefits advisory, insurance, real estate advisory, business management, and bookkeeping.

The underlying technology stack is partner-delivered rather than proprietary. The AWM Wealth Portal is powered by Addepar's wealth management platform (with OAuth2 authentication) for portfolio reporting, while Charles Schwab provides custodial services accessed via integrated Schwab Login. This represents a standard RIA architecture composed of best-of-breed third-party vendors. AWM supplements its service delivery with seven distinct podcast content platforms (AWM Insights, 1Hundred Year Family, NFL/MLB/PGA Players' Podcasts, MLB Draft Podcast, Athlete CEO Podcast) that function as top-of-funnel educational and lead-generation assets.

Revenue is generated through recurring advisory fees on managed assets and quote-based service retainers tailored to individual client needs. Go-to-market is community-led: the firm targets athlete clients at defined career inflection points (NIL, Draft, Debut, Rookie Contract, Arbitration, Free Agency, Retirement) using personal networks within leagues and word-of-mouth referrals facilitated by its athlete-founder advisors. As of December 2024, AWM reported stewarding $3.33B in total net-worth and serving 82 first-round draft picks as of February 2025, with 11-50 employees and no disclosed external funding or institutional ownership.

Name

AWM Capital

Legal name

AWM Capital

Website

https://awmcap.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

AWM Capital is a private Phoenix-based family office providing comprehensive wealth management, tax, estate, philanthropy, and career transition services exclusively to professional athletes and their families across the NFL, MLB, PGA, and NHL leagues.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Athlete Financial Management & Wealth Advisory (Tax, Accounting, Investment) (MPAKAMAG)

akta.pro secondary industries

Family Office Services (Single & Multi-Family Office) (FSABADAF), Business Owner & Executive Financial Planning (FSAEAAAO), Family Office Investment Platforms & Direct Investing (PE/VC/Co-Invest) (FSAAADAH)

Keywords

• Wealth management services
• Athlete family office
• Investment advisory
• Estate planning services
• Financial planning

Headquarters

HQ city

Phoenix

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Wealth Management and Advisory Services: AWM Capital generates revenue through advisory fees for comprehensive family office services including investment management, tax planning, estate planning, risk management, and philanthropy services for professional athlete families.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels8 records

Core offering

AWM Capital operates as "The Athlete Family Office," providing comprehensive wealth management and family office services to professional athlete families across NFL, MLB, PGA, and NHL leagues. Its offering covers investing, tax planning, estate planning, philanthropy, risk management, privacy and asset protection, family coaching, venture capital access, career transition support, insurance, cash management, real estate advisory, education planning, business management, and bookkeeping. Client portfolio access is delivered through the AWM Wealth Portal (powered by Addepar) with custody through Charles Schwab.

Product overview

AWM Capital operates as a comprehensive family office platform specifically designed for professional athlete families (NFL, MLB, PGA). The core offering is the Family Office service, supported by the AWM Wealth Portal (powered by Addepar). The company provides an integrated suite of financial services including investing, tax, philanthropy, estate planning, venture capital, and career transition support, along with league-specific benefits for NFL, MLB, and PGA athletes. AWM supplements its service offerings with multiple branded content platforms including podcasts (AWM Insights, 1Hundred Year Family, NFL Players' Podcast, MLB Players' Podcast, PGA Players' Podcast, MLB Draft Podcast, Athlete CEO) that provide financial education and market insights to athlete clients.

Differentiator

Problem solved

Functional benefit

Brands

• The Athlete Family Office: Primary brand identity for AWM Capital, emphasizing specialization in serving professional athlete families.

Products and services

• Athlete Family Office
• AWM Wealth Portal

Quantifiable outcome

• $3.33B in total net-worth stewarded
• +3 more outcomes

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Partnerships

One partnership is on record.

• AddeparcoreTechnology or IntegrationAddepar provides the AWM Wealth Portal, a comprehensive wealth management system used by AWM Capital to manage and report on client portfolios. The platform enables OAuth2 authentication for secure client access.

Scale indicators4 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• Athletes First: Athlete-focused financial advisory and wealth management firm serving professional athletes, with a similar high-touch family-office-style offering and former-athlete advisory relationships.
• Octagon: Athlete representation and management firm that has expanded into financial advisory and lifestyle services for its player clients, competing for the same athlete-client relationship that AWM targets.

Broad incumbents

• Morgan Stanley Sports & Entertainment Group: Established sports and entertainment practice within a global wealth manager; serves professional athletes with investment advisory, lending, and lifestyle services — the most direct large-bank competitor to AWM's niche.
• Merrill Lynch Sports & Entertainment Group: Bank of America-owned wealth manager with a dedicated Sports & Entertainment practice serving professional athletes and high-profile clients with a full product shelf including banking, lending, and investments.
• Creative Artists Agency (CAA) Wealth Management: Major talent agency that bundles representation with financial advisory and brand-building services for athletes and entertainers; overlaps with AWM in athlete wealth and family-office services.
• Dynasty Financial Partners: RIA platform that supports independent advisors serving high-net-worth and athlete/entertainer households; provides institutional infrastructure to competitor firms that compete for the same AWM-style clients.

Emerging players

• Excel Sports Management: Athlete representation agency with growing financial and business management capabilities for professional golfers and other sports clients; competes for the same elite athlete relationships.
• Roc Nation: Jay-Z-founded entertainment and sports agency that has expanded into athlete advisory, brand management, and financial services, increasingly overlapping with athlete-focused family offices.
• Parity: Sports-focused fintech and wealth platform serving professional women athletes with financial planning, investing, and career-transition tools; an emerging digital competitor in the athlete-wealth niche.

Regional players

• Lido Advisors: West Coast-based RIA with a sports and entertainment practice serving professional athletes; competes in adjacent geographies and overlaps in service catalog and target client.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/awmcapital

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about AWM Capital