Capital Wealth, LLC

Overview

Capital Wealth, LLC is an independent registered investment adviser that positions itself as a fee-based planner and portfolio manager for individuals and families. The firm is organized as an LLC, owned by an individual, and became SEC-registered in 2026. Its advisory services include financial planning, discretionary portfolio management for individuals and small businesses, selection of third-party advisers, and client education through seminars and workshops. The firm charges clients through a mix of percentage-of-AUM fees as well as hourly and fixed-fee engagements. Capital Wealth is identified as a capital allocator, meaning it places client capital with external managers in addition to managing liquid securities directly. It is not an active ESG investor and does not identify as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices