Matthew Shapiro
MWS Capital Consultants · Glenview, Illinois
Matthew Shapiro is a fee-only financial advisor at MWS Capital Consultants in Glenview, Illinois. Matthew 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 | Glenview, 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 IL, TX · CRD 4639818 |
| Exams passed | Series 65 (2003) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.mwscapital.com |
| Profile |
How Matthew'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 Matthew
Is Matthew Shapiro a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew 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 Matthew charge for financial advice?
Matthew's firm, MWS Capital Consultants, reports charging a percentage of assets on its SEC Form ADV.
Where is Matthew Shapiro based?
Matthew Shapiro is based in Glenview, Illinois.
What does Matthew specialize in?
Matthew's specialties include retirement planning and family wealth transfer.
Is Matthew Shapiro registered with the SEC?
Yes. Matthew Shapiro is registered as an investment adviser representative in IL and TX (CRD 4639818), 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 Matthew Shapiro?
Through Matthew'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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