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| Capital Wealth Planning LLC
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|
|---|---|
| CRD # | 150764 |
| SEC # | 801-70333 |
| CIK # | 0001566728 |
| AUM | $17.2 B (2026-03-20) |
| Employees | 30 (20% Investors, 0% Brokers) |
| Phone | 239-593-2100 |
| Address | 9015 Strada Stell Ct Naples, FL 34109 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Microsoft Corp | 0.9 | ||
| Goldman Sachs Group Inc | 0.9 | ||
| Apple Inc | 0.9 | ||
| United Technologies Corp /DE/ | 0.9 | ||
| J P Morgan Chase & Co | 0.8 | ||
| Caterpillar Inc | 0.8 | ||
| Chevron Corp | 0.8 | ||
| American Express Co | 0.8 | ||
| TJX Companies Inc /DE/ | 0.7 | ||
| Home Depot Inc | 0.7 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 11,151 | 7.0 |
| (b) Individuals (high net worth individuals) | 1,066 | 2.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 7.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 89 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 271 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 14,502 | 17.2 |
| By Discretionary | ||
| Discretionary | 14,502 | 17.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 14,502 | 17.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 17.2 | |
| Total | 14,502 | 17.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001566728] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Spectrum Asset Management Inc
✚
|
CT | 18.3 |
|
Mercury Advisory LLC
✚
|
CA | 17.9 |
|
We Family Offices LLC
✚
|
FL | 17.8 |
|
F/m Investments LLC
✚
|
DC | 17.7 |
|
Merganser Capital Management LLC
✚
|
MA | 17.7 |
|
Envestnet Portfolio Solutions Inc
✚
|
PA | 17.3 |
|
Degroof Petercam Asset Management
✚
|
16.9 | |
|
Nationwide Investment Advisors LLC
✚
|
OH | 16.7 |
|
Sustainable Growth Advisers LP
✚
|
CT | 16.7 |
|
Envestnet Retirement Solutions LLC
✚
|
PA | 16.3 |