CAPITAL WEALTH ALLIANCE, LLC
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 298257
- Registered since
- September 13, 2018
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI73.69%
- Individuals26.31%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Capital Wealth Alliance, LLC is an independent registered investment adviser formed in 2018 that serves individual and family clients. The firm operates as an owner-managed LLC and functions as a capital allocator, both managing portfolios directly and selecting external managers on behalf of clients. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and manager/adviser selection. Fee arrangements are mixed: percentage of AUM, hourly fees, and fixed fees are all employed depending on client needs. The firm reports an affiliation with an insurance company and does not market itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities45%
- Public Funds/Mutual Funds35%
- State & Local Bonds8%
- Cash & Cash Equivalents6%
- US Government Bonds4%
Contacts
3 of 3JUSTIN CAIRNS
Financial AdvisorCRD 5095440
BRENT CARMAN
Managing PartnerCRD 4809579
Robert Wong
Investment AdviserCRD 2508357
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 72Active vs passive
$127M in ETFs
91%
$116M
9%
$11.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF (BIL) | State Street | Passive | Ultrashort Bond | $13.1M | 143,229 | 10.34% |
Location
Scottsdale, AZ
MARICOPA
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- MARICOPA
- Address
- 17015 N Scottsdale Rd
- Time zone
- MT (UTC-7)
- Office locations
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