A complete list of active advisors currently associated with Capital Wealth, LLC

Warmer can help you find a great advisor at Capital Wealth, LLC or one who fits your needs even better.

Capital Wealth provides advisory services to individual and high‑net‑worth clients, delivering portfolio management primarily by recommending and monitoring third‑party money managers, together with financial planning, consulting, and referrals to a third‑party estate‑planning platform. The firm tailors its services through documented discussions, financial plans, and risk assessments to align recommendations with each client’s goals and constraints. The firm’s investment approach emphasizes selection and oversight of third‑party managers and model portfolios, retaining discretionary authority to hire, terminate, or reallocate those managers as appropriate and conducting ongoing reviews of client accounts. Capital Wealth also accesses managed account programs and model managers through sub‑advisory relationships, and integrates financial planning and periodic client reviews into its advisory process. Notable features in the brochure include participation in a wrap fee program through AE Wealth Management and a revenue‑sharing arrangement with a third‑party manager, relationships the firm discloses as potential conflicts of interest and monitors in its oversight. The firm’s principal operates an affiliated insurance business and works with an insurance marketing organization (Advisors Excel), and CW additionally offers public educational workshops and estate‑planning document referrals via a technology provider.

To learn more about the advisors currently working at Capital Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.