CAPITAL WEALTH STRATEGIES, LLC

Overview

Capital Wealth Strategies, LLC is a small, fee-based registered investment adviser organized as a limited liability company that focuses on discretionary portfolio management for individual and family clients and small businesses. The firm runs a relatively concentrated, equity-first approach: exchange-traded equities make up the dominant share of client portfolios, and discretionary management covers the entirety of the firm’s reported assets. Fee billing is on a percentage-of-AUM basis, which aligns compensation with asset growth and active portfolio oversight. Client relationships are typical of a focused RIA serving individuals and families — investment guidance, ongoing rebalancing, and tax-sensitive implementation are consistent with the firm’s profile. The adviser is not positioned as an institutional pension consultant, is not an active ESG investor, and does not present itself as a multi-state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices