Capital Wealth Advisors, Ltd. is an SEC registered investment adviser organized as a corporation with a primary office location in West Bend, WI. Its latest Form ADV filing, dated March 25, 2026, reports $126M in regulatory assets under management, 2 employees, and 522 accounts.
Assets Under Management
$126M
Employees
2
Offices
--
Total Clients
185
Primary office
WEST BEND, WI
1755 W. PARADISE DR., WEST BEND, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.5% of total clients.
Top client categories% of clientsClients
1
Individuals
79.5%
147
2
HNWI
20.5%
38
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$126Mas of March 25, 2026
Discretionary100.0%
$126M
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$126M
Total Accounts522
10Y AUM Change+$13M (+11.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee93:1
10Y Employee Change-3 (-60.0%)
* 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.