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| Capital Wealth Planning LLC
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|
|---|---|
| CRD # | 150764 |
| SEC # | 801-70333 |
| CIK # | 0001566728 |
| AUM | $9.2 BB (2024-02-26) |
| Employees | 29 (14% Investors, 0% Brokers) |
| Phone | 239-593-2100 |
| Address | 9015 Strada Stell Ct Naples, FL 34109 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 0.5 | |
| UNH | 477.0 | 0.5 | |
| GS | 102.9 | 0.5 | |
| JPM | 340.2 | 0.5 | |
| HD | 277.6 | 0.5 | |
| PG | 338.1 | 0.5 | |
| V | 419.3 | 0.5 | |
| AAPL | 2,382.8 | 0.5 | |
| CAT | 100.0 | 0.5 | |
| HON | 119.8 | 0.4 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9,520 | 4.1 |
| (b) Individuals (high net worth individuals) | 857 | 1.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 3.1 |
| (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 | 84 | 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 | 223 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 10,834 | 9.2 |
| By Discretionary | ||
| Discretionary | 10,834 | 9.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 10,834 | 9.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.2 | |
| Total | 10,834 | 9.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001566728] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Greenhaven Associates Inc
✚
|
NY | 9.6 |
|
Clarfeld Financial Advisors LLC
✚
|
NY | 9.5 |
|
Dolan McEniry Capital Management LLC
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|
IL | 9.5 |
|
Gilder Gagnon Howe & Co LLC
✚
|
NY | 9.4 |
|
United Planners' Financial Services of America A Limited Partner
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|
AZ | 9.3 |
|
Ramirez Asset Management Inc
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|
NY | 9.1 |
|
Vident Advisory LLC
✚
|
GA | 9.0 |
|
Agincourt Capital Management LLC
✚
|
VA | 9.0 |
|
Gateway Investment Advisers LLC
✚
|
OH | 8.8 |
|
Pyrford International Ltd
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|
8.6 |