Capital Wealth Associates, LLC

Overview

Capital Wealth Associates, LLC is organized as an individually owned limited liability company and is classified as an institutional registered investment adviser. The dataset does not include a year of SEC registration. The firm is identified as a capital allocator whose primary advisory activity is the selection of other advisers, which indicates it acts as a third‑party manager selector rather than running only proprietary strategies. Its fee arrangement is listed generically as "other." The firm does not identify as an active ESG investor and is not described as a multi‑state adviser. The record also notes an industry affiliation with an insurance company, suggesting a relationship or business ties to insurance-related entities. The adviser is not marked as newly formed and is not recorded as a pension consultant or related adviser.

Assets & Accounts

Investments & Alternatives