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 registered investment adviser organized as a limited liability company and SEC-registered since 2018. The firm serves individual and family clients and describes itself as a capital allocator that both manages portfolios and selects third-party advisers. Its advisory services include financial planning, portfolio management for individuals and small businesses, and manager selection. Fee arrangements span asset-based fees, hourly billing, and fixed-fee engagements. The firm lists 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%
Contacts
3 of 3
Justin Cairns
Financial AdvisorCRD 5095440
Brent Carman
Managing PartnerCRD 4809579
Robert Wong
Investment AdviserCRD 2508357
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 77Active vs passive
$131M in ETFs
91%
$119M
9%
$12.2M
| 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 | $13.3M | 144,956 | 10.14% |
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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