Capital Wealth Planning, LLC
Naples, FL·SEC-registered · CRD #150764
Capital Wealth Planning, LLC is an SEC-registered investment advisory firm in Naples, FL managing $17B across 15k client accounts, with 6 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$17B
Client accounts
15k
Advisory staff
6
Fee model
Fee-only
How Capital Wealth Planning, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Capital Wealth Planning, LLC
How much does Capital Wealth Planning, LLC manage?
Per its most recent SEC Form ADV filing (03/20/2026), Capital Wealth Planning, LLC reports $17B in regulatory assets under management across roughly 15k client accounts.
How does Capital Wealth Planning, LLC charge?
Capital Wealth Planning, LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Capital Wealth Planning, LLC a fiduciary?
Yes. Capital Wealth Planning, LLC is registered with the U.S. Securities and Exchange Commission (CRD #150764), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Capital Wealth Planning, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Capital Wealth Planning, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Capital Wealth Planning, LLC's public SEC Form ADV filing (CRD #150764, filed 03/20/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Capital Wealth Planning, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Capital Wealth Planning, LLC? Claim this profile.