Capital Wealth Planning is an investment advisor in Naples with $4.97 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
61748623
SEC advisor number
801-70333
FINRA CRD number
150764
AUM ?
$9.24 bn
(as of 26 Feb 24)
Accounts
10,834
(as of 26 Feb 24)
Employees
29
(4 investment advisory or research)
Address
Capital Wealth Planning
1016 COLLIER CENTER WAY
SUITE 200
NAPLES
FL 34110
1016 COLLIER CENTER WAY
SUITE 200
NAPLES
FL 34110
Phone
239-593-2100
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
6 Nov 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
3 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
11 May 22
13F-HR
Quarterly holdings report by institutional manager
4 Feb 22
13F-HR
Quarterly holdings report by institutional manager
3 Nov 21