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CAPITAL WEALTH PLANNING, LLC
CRD 150764File 801-70333
APPROVED
Retail clients
Filing as of Mar 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$17.25B
Top 10% of cohort (national)
Discretionary AUM
$17.25B
Clients
12,580
14,502 accounts
Employees
30
Top 10% of cohort in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jun 30, 2009
- Principal office
- 9015 STRADA STELL CT, SUITE 203, NAPLES, FL, 34109
- Phone
- 239-593-2100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $17.25B
- Discretionary AUM
- $17.25B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 14,502
- Non-discretionary accounts
- 0
- Total accounts
- 14,502
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 271 | $408.9M |
| Investment companies | 3 | $7.03B |
| Charitable organizations | 89 | $221.2M |
| High net worth individuals | 1,066 | $2.61B |
| Individuals (other than high net worth individuals) | 11,151 | $6.97B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.