CAPITAL WEALTH MANAGEMENT

Overview

Capital Wealth Management is a small, client-focused advisory operating as a sole proprietorship that serves individual and family clients. The firm concentrates on discretionary portfolio management for individuals and small businesses and supplements that advice with educational seminars and workshops. Fee arrangements include a percentage of assets under management and hourly billing for certain services. The firm does not position itself as an ESG investor and is structured as a single-state adviser with a domestic owner type. Investment practice centers on pooled public funds—mutual funds and similar vehicles—while reserving selective exposure to alternative asset classes via third-party external managers. Given the client base and asset scale, the firm appears to rely on external fund managers to gain hedge fund, real estate, commodity and oil & gas exposure rather than building a large direct-sponsorship platform in alternatives.

Assets & Accounts

Investments & Alternatives

Location & Offices