Capital Wealth Planning LLC

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CAFR Data
Capital Wealth Planning LLC
CRD #150764
SEC #801-70333
CIK #
AUM $1.6 BB (100% Disc, 100% US)
Employees10 (20% Investors, 0% Brokers)
Phone239-593-2100
Address1016 Collier Center Way
Naples, FL 34110
Source [IAPD] [Website]
Total AUM ($MM)
1565125293962631302007201120152020
Sector Holding Cap ($MM) Value ($MM)
FAST17,660.014.1
FAST17,660.09.4
FAST17,660.04.7
FAST17,660.03.3
AFL36,820.03.2
UPS93,620.03.2
SPY2.6
UNH233,310.02.2
SBAC20,930.02.0
PG249,110.02.0
View All
Holdings by Sector ($)
0.20.20.10.10.00.02014201620182020
Comparable Firms State AUM ($BB)
MBO Advisors LLC
WI 1.6
Sargent Bickham Lagudis LLC
CO 1.6
Shufro Rose & Co LLC
NY 1.6
Legacy One Financial Advisors LLC
TX 1.6
Advisory Services & Investments LLC
OR 1.6
G W Henssler & Associates Ltd
GA 1.6
Birch Hill Investment Advisors LLC
MA 1.6
Cape Ann Asset Management Limited
1.6
LM Advisors LLC
CA 1.6
Comerica Securities Inc
MI 1.6
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