SCRANTON, PACRD 311698Latest ADV February 23, 2026
Capital Wealth Investments is an SEC registered investment adviser organized as a corporation with a primary office location in Scranton, PA. Its latest Form ADV filing, dated February 23, 2026, reports $423M in regulatory assets under management, 3 employees, 2 offices, and 1,374 accounts.
Top client segmentIndividuals represent 76.5% of total clients.
Top client categories% of clientsClients
1
Individuals
76.5%
359
2
HNWI
23.5%
110
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$423Mas of February 23, 2026
Discretionary100.0%
$423M
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$423M
Total Accounts1,374
10Y AUM Change+$423M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee156:1
10Y Employee Change+1 (+50.0%)
* 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.