Capital Wealth, LLC

Overview

Capital Wealth, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients and functions as a capital allocator, placing client capital with third-party managers when appropriate. Advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars or workshops. The firm also operates as an insurance broker and integrates insurance solutions—such as annuities—into its client work. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed fees. Capital Wealth does not identify as an active ESG investor and is not set up as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives