Capital Wealth Planning, LLC is a large advisory firm based in Naples. It manages $1.21 billion of regulatory assets for 2,766 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Florida, Michigan, Minnesota, and 6 other states.
Capital Wealth Planning provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and providing sub-advisory services to other registered investment advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Capital Wealth Planning: assets under management
The assets under management (AUM) of Capital Wealth Planning, LLC is $1.21 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 4651% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $1.21 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $437.98 thousand each.
Investments
The firm invests in exchange traded securities the most. They account for 97% of the total AUM. The second-largest asset type is pooled investment vehicles, which make up 2% of the firm’s portfolio. Investments in cash and cash equivalents form 1% of the total invested assets.
