WEST WARWICK, RICRD 157959Latest ADV April 16, 2026
Capital Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Warwick, RI. Its latest Form ADV filing, dated April 16, 2026, reports $1.1B in regulatory assets under management, 16 employees, and 660 accounts.
Assets Under Management
$1.1B
Employees
16
Offices
--
Total Clients
655
Primary office
WEST WARWICK, RI
1300 DIVISION ROAD, SUITE 203, WEST WARWICK, RI, United States
Top client segmentHNWI represent 64.6% of total clients.
Top client categories% of clientsClients
1
HNWI
64.6%
423
2
Individuals
27.5%
180
3
Pension Plans
7.9%
52
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of April 16, 2026
Discretionary99.9%
$1.1B
100% of total RAUM99.9%
Non-discretionary0.1%
$636K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.1B
Total Accounts660
10Y AUM Change+$791M (+228.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee41:1
10Y Employee Change+1 (+6.7%)
* 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.