Capital Wealth Advisors, Ltd.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Capital Wealth Advisors, Ltd. provides financial planning, consulting, and discretionary investment management to individual investors (including high‑net‑worth and non‑HNW clients), as well as entities such as trusts, estates, pension and profit‑sharing plans, and charitable organizations. The firm also offers business consulting to other financial‑services professionals and accepts engagements to act as a sub‑adviser to other registered investment advisers.
The firm employs a mix of security‑analysis methods—fundamental, technical, charting, and cyclical analysis—and manages a range of instruments including stocks, bonds, mutual funds, exchange‑traded funds, variable life and annuity contracts, and other securities under discretionary authority with ongoing monitoring. Portfolios may tactically include leveraged or inverse exchange‑traded funds (used as hedges and limited to no more than 25% of a portfolio at time of purchase), and managed accounts are custodied at third‑party broker‑dealers.
Distinctive features include formal affiliations with other registered investment advisers and routine sub‑adviser arrangements, a relationship structure that is uncommon among peers. The firm’s practice of providing consulting specifically to other advisors and its owners’ business interests in other financial and real‑estate entities are additional inter‑firm connections clients should be aware of.
Client services
Expertise
Occupation focus
Fee options
Financial Planning and Consulting Services: fixed fee per project (negotiable)
Maximum fee of 2.0% annually, fees are negotiable
Business Consulting: $200-$300 per hour (negotiable); Financial Planning and Consulting: $250 per hour (negotiable)
Main office
1755 W. Paradise Dr.
West Bend WI 53095
Advisors at this office
1
Most active in
Florida · Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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