Capital Wealth Planning Services

Overview

Capital Wealth Planning Services is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients, providing financial planning and portfolio management for individuals and small businesses. Its client-facing business includes activity as a registered representative of a broker-dealer and as an insurance broker, which aligns with its stated use of insurance products in client solutions. Fee arrangements combine a percentage of assets under management with hourly billing. The firm does not identify itself as a capital allocator, is not positioned as an active ESG investor, and is not registered as a multi-state adviser. Pension consulting and related-adviser relationships are not indicated.

Assets & Accounts

Public Holdings

Investments & Alternatives