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

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

Capital Wealth Management, LLC provides investment advisory services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, charitable organizations, trusts, and estates, offering asset management, financial planning, and retirement plan consulting. The firm generally manages client accounts on a discretionary basis and may construct portfolios that include individual equities, bonds, ETFs, alternative investments, non‑traded REITs, private placements, variable annuity sub‑accounts and equity‑indexed annuities. Investment decisions are driven by client-specific Investment Policy Statements developed through personal discussions and informed primarily by fundamental security analysis; the firm implements long‑ and short‑term strategies and trading where appropriate and oversees investment activity through a weekly investment committee. Portfolios are tailored by asset allocation, rebalancing and manager selection, and client accounts receive regular reviews with at least annual client contact and custodial reporting. Notable features relative to many peers include the firm’s scale—managing about $1.14 billion across roughly 600 client relationships with a ten‑person advisory team—and the fact that several management persons also serve as registered representatives of a broker‑dealer (Osaic Wealth, Inc.) and hold insurance licenses, arrangements the brochure discloses and for which the firm describes conflict‑mitigation policies. The firm also provides participant‑level retirement education and communication services and accepts certain less‑liquid or specialized investments, such as private placements and non‑traded REITs, which may broaden its service mix compared with advisors focused primarily on pooled funds and liquid securities.

To learn more about the advisors currently working at Capital Wealth Management, 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.