Capital Wealth Planning, LLC

Capital Wealth Planning, LLC (CRD# 150764) is a financial advisory firm headquartered in Naples, FL. They manage $4,971,271,938 in 6,600 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,971
    MILLION
  • Total Number of Accounts
    6,600
    ACCOUNTS
  • Average Account Value
    $753,223
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 - 7 of 7 top financial advisors.
1
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 20 years of experience in the finance industry.

2
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 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 37 years of experience in the finance industry.

4
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 32 years of experience in the finance industry.

5
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 30 years of experience in the finance industry.

6
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
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.

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