Capital Wealth Planning, LLC

Capital Wealth Planning, LLC (CRD# 150764) is a financial advisory firm headquartered in Naples, FL. They manage $7,577,626,251 in 9,128 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
9015 Strada Stell Ct, Suite 203, Naples, FL 34109
http://www.kevinsimpson
By the Numbers
  • Total Assets Under Management
    7,578
    MILLION
  • Total Number of Accounts
    9,128
    ACCOUNTS
  • Average Account Value
    $830,152
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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, NH, PA, RI, TX

Financial Advisors at Capital Wealth Planning, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Jeffrey Carney, financial advisor Naples FL
Jeffrey A. Carney
CRD#: 4469411
1016 Collier Center Way, Suite 101, Naples, FL 34110

Jeffrey Carney (CRD# 4469411) is an Investment Advisor Representative working at Capital Wealth Planning, LLC in Naples, FL and has over 21 years of experience in the finance industry.

2
Ryan Carney, financial advisor Naples FL
Ryan J. Carney
CRD#: 6505864
9015 Strada Stell Ct, Suite 203, Naples, FL 34109

Ryan Carney (CRD# 6505864) is an Investment Advisor Representative working at Capital Wealth Planning, LLC in Naples, FL and has over 7 years of experience in the finance industry.

3
Kent Elwell, financial advisor Yardley PA
Kent M. Elwell
CRD#: 1375759
Yardley, PA

Kent Elwell (CRD# 1375759) is an Investment Advisor Representative working at Capital Wealth Planning, LLC in Yardley, PA and has over 38 years of experience in the finance industry.

4
Joey Oxford, financial advisor Naples FL
Joey V. Oxford
CRD#: 1963188
9015 Strada Stell Ct, Suite 203, Naples, FL 34109

Joey Oxford (CRD# 1963188) is an Investment Advisor Representative working at Capital Wealth Planning, LLC in Naples, FL and has over 33 years of experience in the finance industry.

5
Kevin Simpson, financial advisor Naples FL
Kevin G. Simpson
CRD#: 2250499
9015 Strada Stell Ct, Suite 203, Naples, FL 34109

Kevin Simpson (CRD# 2250499) is an Investment Advisor Representative working at Capital Wealth Planning, LLC in Naples, FL and has over 31 years of experience in the finance industry.

6
Joshua Smith, financial advisor Naples FL
Joshua L. Smith
CRD#: 5133821
1016 Collier Center Way, Suite 101, Naples, FL 34110

Joshua Smith (CRD# 5133821) is an Investment Advisor Representative working at Capital Wealth Planning, LLC in Naples, FL and has 1 year of experience in the finance industry.

7
Adam Aronson, financial advisor Naples FL
Adam C. Aronson
CRD#: 7754476
9015 Strada Stell Ct, Suite 203, Naples, FL 34109

Adam Aronson (CRD# 7754476) is an Investment Advisor Representative working at Capital Wealth Planning, LLC in Naples, FL and has 1 year of experience in the finance industry.

8
Jose Cruz, financial advisor Naples FL
Jose A. Cruz
CRD#: 7501737
9015 Strada Stell Ct., Suite 203, Naples, FL 34109

Jose Cruz (CRD# 7501737) is an Investment Advisor Representative working at Capital Wealth Planning, LLC in Naples, FL and has 1 year of experience in the finance industry.

9
David Whittaker, financial advisor Naples FL
David M. Whittaker
CRD#: 7795444
9015 Strada Stell Ct, Suite 203, Naples, FL 34109

David Whittaker (CRD# 7795444) is an Investment Advisor Representative working at Capital Wealth Planning, LLC in Naples, FL and has 1 year of experience in the finance industry.

10
Curtis Williamson, financial advisor Naples FL
Curtis M. Williamson
CRD#: 7765678
9015 Strada Stell Ct, Suite 203, Naples, FL 34109

Curtis Williamson (CRD# 7765678) is an Investment Advisor Representative working at Capital Wealth Planning, LLC in Naples, FL and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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