CAPITAL WEALTH PLANNING SERVICES

Overview

Capital Wealth Planning Services is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients with a mix of financial planning and portfolio management tailored to individuals and small businesses. Its client relationships are structured around a combination of percentage-of-AUM billing and hourly charges, and the advisor also operates as a registered representative of a broker-dealer and as an insurance broker. Investment activity is skewed toward publicly traded equities and exchange-traded products, reflecting a clear equity preference in portfolio construction. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser or pension consultant. Capital Wealth Planning Services appears to manage client assets on a largely non-discretionary basis, indicating a model where clients retain trading authority or the firm implements plans under client-directed mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices