The CAPITAL WEALTH PLANNING, LLC is a privately held investment adviser that advises $17.25Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. CAPITAL WEALTH PLANNING, LLC is a Hybrid A hybrid fund manager is a manager whose total assets under management are spread across multiple investment vehicle types rather than concentrated in one. Fund Manager. Assets increased by 560.67% over the last 5-years.
The Group has been registered with the SEC for 17.1 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 9015 STRADA STELL CT SUITE 203, NAPLES, FLORIDA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 30 employees comprised of 6 investment and 24 non-investment staff. The total number of Employees increased by 66.67% over the last 5-years.
Their $17.25Bn in assets advised are owned by 0 private funds, 3 public funds and BDCs and 360 other accounts. Assets of Investment Companies (IC) clients own $7.03Bn or 40.79% of Total Assets and Individuals own $6.97Bn or 40.44% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are Investment Companies (IC) and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses advisory fees and management fees.
CAPITAL WEALTH PLANNING, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.