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CAPITAL WEALTH GROUP LLC
CRD 324003
3103 DEVINE ST., COLUMBIA, SC, 29205, United States
Phone
803-250-6464
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$23.9M
Discretionary AUM
$23.9M
Team
1 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $6.1M |
| High net worth individuals | 11 | $17.7M |
All web addresses on file
Official SEC filing: View on IAPD