CAPITAL WEALTH PLANNERS, LLC

RIASEC RegisteredEst. 2010

Total AUM

$94M

Discretionary

0% of AUM

Avg account

$811K

Accounts

116

Employees

Advisory reps

Firm details

Headquarters: FOLSOM, California
CRD number: 154990
Registered since: November 12, 2010
Website: capitalwealthplanner.com
Custodians: ASSETMARK TRUST CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Pension & Profit Sharing Plans56.85%
HNWI33.98%
Individuals9.17%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Capital Wealth Planners, LLC is an independent, owner-operated registered investment adviser that operates primarily as a non-discretionary advisor and capital allocator. The firm provides financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers, and also operates as an insurance broker. Registered with the SEC since 2010, the practice serves both high-net-worth individuals and institutional clients and charges a mix of percentage-of-AUM, hourly and fixed fees. Investment activity centers on pooled public funds—mutual funds are the dominant vehicle—and the firm allocates client capital to third-party alternative managers for real estate exposure. The adviser’s classification as a capital allocator and its stated advisory activities indicate a model built around manager selection and recommendation rather than direct, discretionary trading. Capital Wealth Planners is not positioned as an ESG investor.