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 is a registered investment adviser managing roughly $1.14 billion for about 600 clients. The firm provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, trusts, and estates. The firm structures client relationships through individualized Investment Policy Statements and typically employs fundamental security analysis to construct portfolios that may include individual equities, bonds, ETFs, non‑traded REITs, alternative investments and private placements; it may also manage underlying sub‑accounts of variable annuities and equity‑indexed annuities. Accounts are generally managed on a discretionary basis, reviewed by a weekly Investment Policy Committee, and subject to periodic rebalancing and at least annual client reviews, with clients able to impose written investment restrictions. Notable features disclosed in the brochure include that several senior personnel are registered representatives of a broker‑dealer and multiple advisers are licensed insurance agents, and the firm acknowledges these roles can generate commission‑based compensation while describing internal policies to mitigate conflicts of interest; the brochure also notes IARs spend under 10% of their time on registered‑representative activities. The firm further provides retirement‑plan participant education and communication services and uses institutional custody and trading arrangements (including operational and technology support from its custodian) that it says support its advisory activities.

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.