Capital Wealth Planning, LLC

Capital Wealth Planning, LLC is an SEC‑registered independent investment adviser that provides discretionary investment management for separately managed accounts and sub‑advisory services to other registered investment managers and investment companies. The firm’s client base includes individuals (both high‑net‑worth and non‑HNW), trusts, estates, charitable organizations, corporations and other business entities.

CWP constructs portfolios principally using mutual funds, exchange‑traded funds (ETFs), and debt and equity securities and may employ option strategies such as covered call writing; its security analysis includes charting, fundamental and technical analysis. It manages cash via Treasury bill or short‑duration Treasury ETFs or money market sweeps, conducts annual client reviews, and manages accounts through wrap fee programs (treating wrap and non‑wrap accounts similarly and receiving a portion of the wrap fee).

As of December 31, 2025, the firm reported about $17.25 billion in discretionary assets under management and roughly 12,217 clients served by ten advisors, implying an unusually high client‑to‑advisor ratio (about 1,200 clients per advisor) compared with typical investment manager peers. CWP also serves and contracts with investment companies as a sub‑adviser (including acting for Amplify ETFs such as DIVO, IDVO and QDVO and waiving separate account fees for accounts holding those ETFs) and participates in wrap programs while disclosing related conflicts and mitigations in its brochure.