Capital Wealth Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$23,852,059
Clients
31
35% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
31
TypicalAverage account size
$769,421
About
Capital Wealth Group LLC is a fee-only registered investment adviser that serves individuals, high-net-worth clients, employer-sponsored retirement plans, and businesses. The firm provides discretionary investment management, comprehensive (ongoing) and project-based financial planning, retirement plan consulting and management, and annuity management for commission-free (no-load) annuities that it treats as advisory assets.
CWG develops individualized investment policies and asset allocation targets through client discussions, then implements portfolios using a mix of primarily passive strategies and select active managers, with analysis that can include fundamental, technical, and cyclical methods. Accounts are typically managed on a discretionary basis with quarterly reviews, and the firm may recommend outside managers or custodial platforms as part of its implementation approach.
What is distinctive about this firm is its retirement plan work — including consulting for plan sponsors and acting as an ERISA 3(38) investment manager — a service offering that is uncommon among independent advisers. The firm also emphasizes managing no-load annuities on an advisory basis without accepting commissions, operates on a modest scale (approximately $23.85 million in AUM across 31 clients), and relies on institutional custodian platforms for custody and operational support; the brochure also discloses a prior operational client complaint at a previous employer that was resolved.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Annuities
Business ownership considerations
Retirement withdrawal strategies
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Fee options
Project-Based Financial Planning fixed fees range from $2,500 to $15,000. Initial comprehensive financial planning fee up to $5,000.
$0+: 1.00% annually (Investment Management Services) $0 - $2,000,000: 0.50% annually (Retirement Plan Consulting) $2,000,001 - $4,000,000: 0.40% annually (Retirement Plan Consulting) $4,000,001 - $6,000,000: 0.35% annually (Retirement Plan Consulting) $6,000,001 - $8,000,000: 0.30% annually (Retirement Plan Consulting) $8,000,001 - $10,000,000: 0.25% annually (Retirement Plan Consulting) $10,000,001 - $15,000,000: 0.20% annually (Retirement Plan Consulting)
$350 per hour for Project-Based Financial Planning
Fee-only: Ongoing Financial Planning fixed fees range from $450 to $834 per month or $1,350 to $2,250 per quarter, payable in advance or arrears. Project-Based Financial Planning fixed fees range from $2,500 to $15,000. Hourly Financial Planning fee is $350 per hour.
Main office location
Capital Wealth Group LLC
3103 Devine St.
Columbia SC 29205, United States
Number of offices
1
Most active in
Capital Wealth Group LLC has reported serving >5 clients in these states in the last 12 months.
South Carolina
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.
Forms ADV
Quick links
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