CAPITAL WEALTH, LLC

Overview

Capital Wealth, LLC operates as an independent registered investment adviser serving individual and family clients. The firm is organized as a limited liability company with individual ownership and positions itself as a capital allocator, blending portfolio management with financial planning and insurance distribution. Advisory services include financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers and delivery of educational seminars and workshops. The firm also operates as an insurance broker and offers fee arrangements that include percentage of AUM, fixed fees and other fee structures. Capital Wealth is not an active ESG investor, is not designated a multi‑state adviser and does not act as a pension consultant. Investment activity shows a clear tilt toward liquid, listed equity exposure as the core of client portfolios, with discretionary management covering the full asset base. The firm supplements equity exposure with mutual funds and annuities and allocates to third‑party real estate managers for alternative exposure.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices