Services:
Portfolio Management for Individuals, Pension Consulting
Frequently Asked Questions
Capital Wealth Advisors, Ltd. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #155263), Capital Wealth Advisors, Ltd. is subject to fiduciary duty under federal law.
Capital Wealth Advisors, Ltd. is headquartered in WEST BEND, WI.
Capital Wealth Advisors, Ltd. serves 38 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, Capital Wealth Advisors, Ltd. offers portfolio management for individuals and pension consulting services. View all service details ↓
Capital Wealth Advisors, Ltd. manages $126 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, Capital Wealth Advisors, Ltd. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓