Capital Wealth Planning, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Naples, FL. Its latest Form ADV filing, dated March 20, 2026, reports $17.2B in regulatory assets under management, 30 employees, 1 office, and 14,502 accounts.
Assets Under Management
$17.2B
Employees
30
Offices
1 office
Total Clients
12,580
Primary office
NAPLES, FL
9015 STRADA STELL CT, SUITE 203, NAPLES, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.6% of total clients.
Top client categories% of clientsClients
1
Individuals
88.6%
11,151
2
HNWI
8.5%
1,066
3
Corporations
2.2%
271
4
Charitable
0.7%
89
Additional categories (<0.1%)
Investment Cos.<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$17.2Bas of March 20, 2026
Discretionary100.0%
$17.2B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$17.2B
Total Accounts14,502
10Y AUM Change+$16.6B (+2668.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees30
Clients per Employee419:1
10Y Employee Change+26 (+650.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.