C
Capital Wealth Advisors, Ltd.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$113,830,906
Total clients
193
17% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
97
Average account size
$589,797
About
Capital Wealth Advisors, Ltd. provides financial planning, investment management, and consulting services to a range of clients including individuals, trusts, retirement plans, and business entities, and also offers business consulting and sub‑advisory services to other financial firms and industry professionals. The firm manages client assets on a discretionary basis and delivers ongoing portfolio monitoring and periodic reviews.
The firm’s investment process begins with an analysis of each client’s financial circumstances, goals, risk tolerance and restrictions, and it applies a mix of fundamental, technical, charting and cyclical analysis to construct portfolios. CWA may employ leveraged or inverse exchange‑traded funds as tactical hedges in separately managed accounts and explicitly limits such positions to no more than 25% of a portfolio at the time of purchase.
Noteworthy and less common for peers, the firm maintains affiliations and service relationships with other registered investment advisers and routinely acts as a sub‑adviser for third‑party advisers, in addition to providing consulting to other industry professionals. The firm also discloses prior private placement activity by its principals (now discontinued for existing clients) and principals’ involvement in affiliated non‑advisory businesses, which create additional relationships and potential conflicts clients should consider.
Client services
Portfolio management
Pension consulting
Financial planning and consulting
Fee options
Financial Planning and Consulting Services may be charged on a fixed fee per project basis, fee determined prior to contract
Maximum fee charged is 2.0% annually on assets under management, payable monthly in arrears
Business Consulting: $200-$300 per hour (negotiable); Financial Planning and Consulting: $250 per hour (negotiable)
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Capital Wealth Advisors, Ltd.
1755 W. Paradise Dr.
West Bend WI 53095, United States
Number of offices
1
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