C
Capital Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$12,042,594
Total clients
20
10% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
20
Average account size
$602,130
About
Capital Wealth Management is a fee-only registered investment adviser that provides customized portfolio management and retirement-account fiduciary advice to individuals, families (including high-net-worth clients), trusts, foundations, businesses and non-profit organizations. The firm also offers occasional hourly consulting engagements for portfolio analysis and financial planning matters.
The firm emphasizes portfolio-level diversification and risk control, implementing strategies mainly through low-cost, no-load and index mutual funds and applying Modern Portfolio Theory with defined rebalancing guidelines. It generally avoids recommending individual stocks, high-yield (junk) bonds, loaded funds, or products with 12b‑1 fees, and does not operate proprietary pooled investment vehicles.
A distinguishing feature is that the firm periodically offers no‑cost educational seminars and workshops on investments, retirement planning, and estate planning as part of its client outreach. Operationally, it operates on a fee-only basis, uses major custodians (such as Vanguard and Fidelity) for client accounts, and does not accept proxy‑voting responsibilities.
Client services
Portfolio management
Educational seminars or workshops
Expertise
Passive / index investing
Fee options
0.50% per year, paid quarterly in advance
$125 per hour for consulting services
Account minimum: $100,000 (may be waived) Fee-only: Firm is a fee-only advisor compensated solely by client fees; no commissions or other compensation
Main office location
Capital Wealth Management
103 Balsam Place, Unit #101
Tewksbury MA 01876, United States
Number of offices
1
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
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