Capital Wealth Advisors

Capital Wealth Advisors (CRD# 141079) is a financial advisory firm headquartered in Naples, FL. They manage $26,538,000 in 15 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    15
    ACCOUNTS
  • Average Account Value
    $1,769,200
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Capital Wealth Advisors
Showing 1 - 3 of 3 top financial advisors.
1
William N. Beynon
CRD#: 2849087
9045 Strada Stell Court, Suite 106, Naples, FL 34109
93
Wealthminder
score

William Beynon (CRD# 2849087) is an Investment Advisor Representative working at Capital Wealth Advisors in Naples, FL and has over 8 years of experience in the finance industry.

2
Blaine M. Ferguson
CRD#: 4799223
9045 Strada Stell Court, Suite 106, Naples, FL 34109
93
Wealthminder
score

Blaine Ferguson (CRD# 4799223) is an Investment Advisor Representative working at Capital Wealth Advisors in Naples, FL and has over 10 years of experience in the finance industry.

3
Stuart L. Melnick
CRD#: 1218413
9045 Strada Stell Court, Suite 106, Naples, FL 34109
93
Wealthminder
score

Stuart Melnick (CRD# 1218413) is an Investment Advisor Representative working at Capital Wealth Advisors in Naples, FL and has over 10 years of experience in the finance industry.

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