CAPITAL WEALTH ADVISORS, LTD.

Overview

Capital Wealth Advisors, Ltd. is an SEC-registered wealth advisory firm formed in 2014 that serves individual and family clients. The firm operates as a corporation under individual ownership and positions itself as a fee-based advisory practice offering portfolio management for individuals and small businesses, along with pension consulting services. Investment activity shows a clear equity preference: the firm allocates the bulk of client assets to exchange-traded equities and ETFs, using liquid, publicly traded instruments as the backbone of client portfolios. Capital Wealth Advisors does not mark itself as an active ESG investor and is not flagged as a multi-state adviser. Fee arrangements are flexible and include a percentage of assets under management alongside hourly and fixed-fee options, which allows the firm to combine ongoing discretionary portfolio relationships with project-based or advisory engagements.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices