Overview
Assets Under Management: $11.4 billion
Headquarters: NAPLES, FL
High-Net-Worth Clients: 934
Average Client Assets: $2 million
Frequently Asked Questions
CAPITAL WEALTH PLANNING, LLC 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 #150764), CAPITAL WEALTH PLANNING, LLC is subject to fiduciary duty under federal law.
CAPITAL WEALTH PLANNING, LLC is headquartered in NAPLES, FL.
CAPITAL WEALTH PLANNING, LLC serves 934 high-net-worth clients according to their SEC filing dated August 29, 2025. View client details ↓
According to their SEC Form ADV, CAPITAL WEALTH PLANNING, LLC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
CAPITAL WEALTH PLANNING, LLC manages $11.4 billion in client assets according to their SEC filing dated August 29, 2025.
According to their SEC Form ADV, CAPITAL WEALTH PLANNING, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 934
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 16.65
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 11,690
Discretionary Accounts: 11,690
Regulatory Filings
CRD Number: 150764
Filing ID: 2012378
Last Filing Date: 2025-08-29 13:52:00
Website: https://capitalwealthplanning.com