C
Capital Wealth Advisors, Ltd.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$126,107,540
Clients
185
21% high-net-worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
185
Very HighAverage account size
$681,662
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
Portfolio management
Pension consulting
Financial planning and consulting
Expertise
Active portfolio management
Annuities
Occupation focus
Financial Professional
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 location
Capital Wealth Advisors, Ltd.
1755 W. Paradise Dr.
West Bend WI 53095, United States
Number of offices
1
Most active in
Capital Wealth Advisors, Ltd. has reported serving >5 clients in these states in the last 12 months.
Florida · Texas · Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")