Capital Wealth Associates, LLC

Overview

Capital Wealth Associates, LLC is organized as a limited liability company and is classified in FINTRX as an institutional registered investment adviser owned by an individual principal. The firm identifies itself as a capital allocator whose advisory activity centers on the selection of other advisers rather than operating primarily as a direct, discretionary manager of client accounts. Its fee structure is recorded as "Other," indicating non-standard or customized fee arrangements. The firm is noted as having an industry affiliation with an insurance company and is not flagged as an active ESG investor. FINTRX records state registrations in Florida and Pennsylvania, and the adviser is not described as a newly formed firm, a pension consultant, or a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices