Capital Wealth Alliance, LLC
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 298257
- Registered since
- September 13, 2018
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI73.69%
- Individuals26.31%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Capital Wealth Alliance, LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2018. The firm functions as a capital allocator for individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and manager selection services. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Capital Wealth Alliance reports an affiliation with an insurance company and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities45%
- Public Funds/Mutual Funds35%
- State & Local Bonds8%
- Cash & Cash Equivalents6%
- US Government Bonds4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 81Active vs passive
$132M in ETFs
91%
$119M
9%
$12.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $12.6M | 137,688 | 9.59% |
Location
Scottsdale, AZ
Maricopa
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 17015 N Scottsdale Rd
- Time zone
- MT (UTC-7)
- Office locations
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