SEC Form ADV · CIK 1566728

CAPITAL WEALTH PLANNING, LLC

Firm profile: Capital Wealth Planning — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserFL

$17.2B

Assets Under Management

14,502

Total Clients

Employees

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Registration Details

CIK: 1566728
Accession: CRD-150764
Location: NAPLES, FL
Filing Date: March 20, 2026
AUM: $17.2B
Total Clients: 14,502
Institutional Clients: 92
Employees: 30
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsInvestment CompaniesCharitable OrganizationsCorporations

About this Adviser

CAPITAL WEALTH PLANNING, LLC is a registered investment adviser headquartered in NAPLES, FL, managing approximately $17.2B in assets across 14,502 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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