CAPITAL WEALTH GROUP LLC

Overview

Capital Wealth Group LLC is an independent registered investment adviser focused on serving individual and family clients. The firm emphasizes discretionary portfolio management and financial planning, and it acts as a capital allocator by selecting and placing client capital with outside managers when appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers on behalf of clients. Investment preference at the firm tilts strongly to equities and exchange-traded instruments, with a clear tendency toward liquid, tradable holdings. Fee arrangements are flexible: the firm charges a percentage of assets under management and also offers hourly and fixed-fee engagements, which supports both ongoing discretionary relationships and project-based planning work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices