Carl Rowits
CWR Capital Management · Lancaster, Pennsylvania
Carl Rowits is a fee-only financial advisor at CWR Capital Management in Lancaster, Pennsylvania. Carl charges an ongoing planning fee and a one-time planning fee (ongoing planning from $120 a year and one-time plans from $3,000).
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Who they serve
- Early-career professionals
Facts
| Firm | CWR Capital Management |
|---|---|
| Based in | Lancaster, Pennsylvania |
| Fee model | Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $120 a year · One-time plans from $3,000 |
| Assets under management | $3.6M across 43 accounts |
| SEC registration | Investment adviser representative in PA · CRD 6516503 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.cwrcapitalmanagement.com |
| Profile |
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Questions about Carl
Is Carl Rowits a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carl holds no broker registration, and CWR Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carl charge for financial advice?
Carl charges an ongoing planning fee and a one-time planning fee.
How much does Carl charge?
According to CWR Capital Management's website, checked October 30, 2026: ongoing planning from $120 a year; one-time plans from $3,000.
Where is Carl Rowits based?
Carl Rowits is based in Lancaster, Pennsylvania.
Is Carl Rowits registered with the SEC?
Yes. Carl Rowits is registered as an investment adviser representative in PA (CRD 6516503), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CWR Capital Management manage?
CWR Capital Management reports $3.6M across 43 accounts in assets under management.
How do I contact Carl Rowits?
Through Carl's website, www.cwrcapitalmanagement.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
- CWR Capital Management 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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