CAPITAL WEALTH INVESTMENTS

Overview

Capital Wealth Investments is an independent registered investment adviser that concentrates on wealth management for individuals and families. The firm offers financial planning and portfolio management services across both individual/small-business and institutional/business client types, and it provides pension consulting. Since its SEC registration in 2020 and under individual ownership, the firm structures fees as a percentage of AUM and with fixed-fee engagements in some cases. Investment strategy shows a clear equity tilt. The firm favors exchange-traded equities and ETFs as the primary building blocks of client portfolios, while also incorporating third‑party alternative fund managers for diversification and return enhancement. Capital Wealth Investments does not position itself as a capital allocator and indicates it is not an active ESG investor. Portfolios are managed on a discretionary basis, and the operational model centers on traditional wealth-management services rather than multi-state or family-office branding.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices