CAPITAL WEALTH MANAGEMENT, LLC

CRD 157959File 801-76539

APPROVED

Retail clients

Custody

Filing as of Jul 8, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.14B

Above cohort median (national)

Discretionary AUM

$1.14B

Non-discretionary $636K

Clients

655

660 accounts

Employees

Top 25% of cohort in RI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: May 11, 2012
Principal office: 1300 DIVISION ROAD, SUITE 203, WEST WARWICK, RI, 02893
Phone: (401) 885-1060
Website: https://www.capitalwealthllc.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.14B
Discretionary AUM: $1.14B
Non-discretionary AUM: $636K
Discretionary accounts: 657
Non-discretionary accounts: 3
Total accounts: 660
AUM per client: $1.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$473K
Charitable organizations	Fewer than 5	$531K
High net worth individuals	423	$725.7M
Pension and profit sharing plans	52	$363.1M
Individuals (other than high net worth individuals)	180	$47.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.