CAPITAL WEALTH ASSOCIATES, LLC

Overview

Capital Wealth Associates, LLC operates as a limited liability advisory entity that primarily acts as a capital allocator and selector of third‑party managers rather than as a traditional discretionary portfolio manager. The firm’s stated activity centers on selecting other advisers, which indicates a focus on manager research, due diligence and structuring client allocations to external managers and pooled vehicles. It does not identify as an active ESG investor and is not described as a multi‑state or pension consultant adviser. The firm also has an insurance company affiliation, which suggests it may distribute or co‑manage solutions tied to insurance products or leverage insurance relationships when sourcing investment managers. Fee arrangements are listed as “other,” which commonly reflects non‑standard or blended fee models — for example, referral or platform fees, flat advisory arrangements tied to insurance products, or custom billing tied to third‑party manager relationships. Ownership is held at the individual level.

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