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| Capital Wealth Management LLC
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|---|---|
| CRD # | 157959 |
| SEC # | 801-76539 |
| CIK # | 0001730456 |
| AUM | 1,137.1 M (2026-04-16) |
| Employees | 16 (56% Investors, 38% Brokers) |
| Phone | 401-885-1060 |
| Address | 1300 Division Road West Warwick, RI 02893 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 22.5 | ||
| Hasbro Inc | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 180 | 47.4 |
| (b) Individuals (high net worth individuals) | 423 | 725.7 |
| (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 | 52 | 363.1 |
| (h) Charitable organizations | 0 | 0.5 |
| (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 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 660 | 1,137.1 |
| By Discretionary | ||
| Discretionary | 657 | 1,136.5 |
| Non-Discretionary | 3 | 0.6 |
| Total | 660 | 1,137.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,137.1 | |
| Total | 660 | 1,137.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001730456] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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