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CAPITAL WEALTH INVESTMENTS
Legal name: ZULLO INVESTMENT GROUP, INC.
CRD 311698File 801-120008
APPROVED
Retail clients
Filing as of Feb 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$423.0M
Below cohort median (national)
Discretionary AUM
$423.0M
Clients
469
1,374 accounts
Employees
3
Below cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Dec 18, 2020
- Principal office
- 132 ADAMS AVENUE, SCRANTON, PA, 18503
- Phone
- 570-543-5255
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $423.0M
- Discretionary AUM
- $423.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,374
- Non-discretionary accounts
- 0
- Total accounts
- 1,374
- AUM per client
- $902K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 110 | $320.0M |
| Individuals (other than high net worth individuals) | 359 | $102.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 464 | 469 | increased by5 |
| Mar 1, 2026 | AUM | $398,519,141 | $422,967,973 | increased by$24,448,832 |
| Mar 1, 2026 | Accounts | 1,318 | 1,374 | increased by56 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 468 | 464 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $265,914,685 | $398,519,141 | increased by$132,604,456 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,382 | 1,318 | decreased by64 |
| Apr 1, 2022 | Employees | 2 | 3 | increased by1 |
| Apr 1, 2022 | Clients | 401 | 468 | increased by67 |
| Apr 1, 2022 | AUM | $207,434,456 | $265,914,685 | increased by$58,480,229 |
| Apr 1, 2022 | Accounts | 1,327 | 1,382 | increased by55 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “CAPITAL WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CAPITAL WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.