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| Keyboard |
| Capital Wealth Advisors Ltd
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|---|---|
| CRD # | 155263 |
| SEC # | 801-79379 |
| CIK # | |
| AUM | 126.1 M (2026-03-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 262-306-0066 |
| Address | 1755 W Paradise Dr West Bend, WI 53095 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 147 | 58.3 |
| (b) Individuals (high net worth individuals) | 38 | 67.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 522 | 126.1 |
| By Discretionary | ||
| Discretionary | 522 | 126.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 522 | 126.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 126.1 | |
| Total | 522 | 126.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Fortitude Private Wealth Inc
✚
|
IN | 126.5 M |
|
AISA Financial Planning Ltd
✚
|
126.5 M | |
|
Goldfarb Financial Management LLC
✚
|
126.4 M | |
|
Premier Private Wealth Management LLC
✚
|
FL | 126.3 M |
|
BCM Capital Management LLC
✚
|
IL | 126.3 M |
|
Trinity Investment Management LLC
✚
|
TX | 126.2 M |
|
Adirondack Research & Management Inc
✚
|
NY | 126.1 M |
|
VIP Wealth Advisors LLC
✚
|
GA | 126.1 M |
|
Thielen Capital Corporation
✚
|
CA | 126.0 M |
|
Breakthru Advisory Services LLC
✚
|
WI | 125.7 M |