Beth Smyth
MWS Capital Consultants · Chicago, Illinois
Beth Smyth is a fee-only financial advisor at MWS Capital Consultants in Chicago, Illinois. Beth focuses on retirement planning and family wealth transfer. MWS Capital Consultants reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | MWS Capital Consultants |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $193.7M across 449 accounts |
| SEC registration | Investment adviser representative in CA, IL, NJ, TX · CRD 8078154 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.mwscapital.com |
How Beth's firm compares
- MWS Capital Consultants's average account is about $431,000, from its Form ADV (assets managed divided by 449 accounts).
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Questions about Beth
Is Beth Smyth a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Beth holds no broker registration, and MWS Capital Consultants reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Beth charge for financial advice?
Beth's firm, MWS Capital Consultants, reports charging a percentage of assets on its SEC Form ADV.
Where is Beth Smyth based?
Beth Smyth is based in Chicago, Illinois.
What does Beth specialize in?
Beth's specialties include retirement planning and family wealth transfer.
Is Beth Smyth registered with the SEC?
Yes. Beth Smyth is registered as an investment adviser representative in CA, IL, NJ and TX (CRD 8078154), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MWS Capital Consultants manage?
MWS Capital Consultants reports $193.7M across 449 accounts in assets under management.
How do I contact Beth Smyth?
Through Beth's website, www.mwscapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- MWS Capital Consultants website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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