Capital Wealth Investments

Capital Wealth Investments (Zullo Investment Group, Inc. DBA Capital Wealth Investments) serves individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and other business entities with discretionary portfolio management, financial planning, and pension consulting. The firm reports approximately $422,967,973 in discretionary assets under management and uses sub‑advisors and a broad range of securities and alternative investments, including mutual funds, ETFs, options, and real estate partnership interests.

Advisers tailor portfolios to each client's objectives, conduct continuous monitoring with at least annual formal reviews, and employ multiple methods of analysis (fundamental, technical, and charting) across long‑ and short‑term strategies and option writing. The firm discloses and permits the use of borrowing and leverage tools — including margin, securities‑backed lines of credit (SBLOCs), and derivative strategies in managed accounts — and may allocate to structured products or private funds while periodically rebalancing and supervising sub‑advisors.

Distinctive features relative to many peers include a high client load per advisor (roughly 200+ clients per advisor), and explicit disclosure that it uses borrowing (SBLOCs and margin) and derivatives in separately managed accounts — items the firm emphasized in a recent Item 8 amendment addressing SBLOC, political, and AI risks. The brochure also discloses that certain associated persons have broker‑dealer and insurance registrations and that margin balances are included in billable AUM, with related conflicts and safeguards described.