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CAPITAL WEALTH PLANNING, LLC
CRD 150764 · SEC 801-70333
9015 STRADA STELL CT, SUITE 203, NAPLES, FL, 34109, United States
Phone
239-593-2100
Fax
239-593-2110
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$17.25B
Discretionary AUM
$17.25B
Team
30 total employees; 6 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)PROVIDING SUB-ADVISORY SERVICES TO OTHER REGISTERED INVESTMENT ADVISERS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 11151 | $6.97B |
| High net worth individuals | 1066 | $2.61B |
| Investment companies | 3 | $7.03B |
| Charitable organizations | 89 | $221.2M |
| Corporations/business entities | 271 | $408.9M |
States served
CA, PA, RI, TX, NH, CT, FL
All web addresses on file
- https://www.facebook.com/capital.plan.50
- https://www.linkedin.com/in/kevin-simpson-9646611a6/
- https://www.facebook.com/capitalwealthplanning
- https://www.instagram.com/capitalwealthplanning/
- HTTP://WWW.CAPITALWEALTHPLANNING.COM
- https://www.linkedin.com/company/capital-wealth-planning
- https://www.youtube.com/channel/UCM_nxMfOfUogcdZQvu0k2mQ
- http://www.kevinsimpson.com
- https://walktowardwealth.com
- https://www.instagram.com/covered.calls/
- https://www.x.com/coveredcalls
- https://www.x.com/cwp_advisor
Official SEC filing: View on IAPD