Capital Wealth Planning, LLC

Capital Wealth Planning, LLC (CRD# 150764) is a financial advisory firm headquartered in Naples, FL. They manage $9,242,682,912 in 10,834 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
https://twitter.com/kevinsimpsoncwp
By the Numbers
  • Total Assets Under Management
    9,243
    MILLION
  • Total Number of Accounts
    10,834
    ACCOUNTS
  • Average Account Value
    $853,118
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
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 - 8 of 8 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 22 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 8 years of experience in the finance industry.

3
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 34 years of experience in the finance industry.

4
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.

5
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.

6
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 over 2 years of experience in the finance industry.

7
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.

8
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.

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