|
⚲
|
| Capital Wealth Planning LLC
✚
|
|
|---|---|
| CRD # | 150764 |
| SEC # | 801-70333 |
| CIK # | 0001566728 |
| AUM | $7.6 BB (2023-03-22) |
| Employees | 28 (14% Investors, 0% Brokers) |
| Phone | 239-593-2100 |
| Address | 9015 Strada Stell Ct Naples, FL 34109 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| PG | 338.1 | 0.4 | |
| JPM | 340.2 | 0.4 | |
| CVX | 294.6 | 0.4 | |
| MSFT | 1,918.2 | 0.4 | |
| JNJ | 465.6 | 0.4 | |
| V | 419.3 | 0.4 | |
| MCD | 179.6 | 0.4 | |
| GIS | 42.3 | 0.4 | |
| UNH | 477.0 | 0.3 | |
| HD | 277.6 | 0.3 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8,156 | 3.5 |
| (b) Individuals (high net worth individuals) | 555 | 1.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 2.5 |
| (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 | 66 | 0.1 |
| (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 | 218 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 9,128 | 7.6 |
| By Discretionary | ||
| Discretionary | 9,128 | 7.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9,128 | 7.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.6 | |
| Total | 9,128 | 7.6 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001566728] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Johnson Wealth Inc
✚
|
WI | 7.7 |
|
Shepherd Kaplan LLC
✚
|
MA | 7.6 |
|
Brown Advisory Ltd
✚
|
7.5 | |
|
Gilder Gagnon Howe & Co LLC
✚
|
NY | 7.5 |
|
Integrated Wealth Concepts LLC
✚
|
MA | 7.5 |
|
El Capitan Advisors Inc
✚
|
CA | 7.4 |
|
E Trade Capital Management LLC
✚
|
VA | 7.4 |
|
Agincourt Capital Management LLC
✚
|
VA | 7.4 |
|
Crawford Investment Counsel Inc
✚
|
GA | 7.4 |
|
Dolan McEniry Capital Management LLC
✚
|
IL | 7.4 |