CAPITAL WEALTH MANAGEMENT, LLC is a West Warwick, Rhode Island based financial advisory firm with nearly $764,545,042 in assets under management and provides investment advisory services for 534 clients. There are currently 16 financial advisors at the firm.
General Information |
| Firm CRD#: | 157959 | |
| SEC#: | 801-76539 | |
| Assets under Management: | $764,545,042 | |
| No. of Clients: | 534 | |
| No. of Advisors: | 16 | |
| Advisory Services Provided: | Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business, Selection of Other Advisors | |
| Fee Structure: | A percentage of AUM, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| PARSONS CAPITAL MANAGEMENT INC | 106295 | 801-45209 | 1690 | 19 | $1,859,565,019 |
| FIRST FINANCIAL ADVISORY SERVICES INC | 105031 | 801-20623 | 1253 | 6 | $244,662,912 |
| SOWA FINANCIAL GROUP | 107646 | 801-43008 | 1233 | 5 | $369,604,014 |
| NEWMAN DIGNAN & SHEERAR, INC | 107565 | 801-41412 | 1119 | 8 | $606,286,541 |
| SK WEALTH MANAGEMENT, LLC | 109114 | 801-56304 | 1009 | 6 | $433,145,184 |
| REX CAPITAL ADVISORS, LLC | 123796 | 801-61630 | 872 | 11 | $1,252,646,454 |
| FORBES FINANCIAL PLANNING, INC. | 143912 | 801-117958 | 800 | 2 | $165,579,825 |
| ENDURANCE WEALTH MANAGEMENT, INC. | 148129 | 801-70077 | 766 | 10 | $1,203,964,021 |
| FINANCIAL INDEPENDENCE, LLC | 150515 | 801-120254 | 667 | 7 | $209,888,433 |
| NEW ENGLAND INVESTMENT CONSULTANTS, LTD. | 142531 | 801-113706 | 647 | 5 | $1,014,384,154 |
| D & P INVESTMENT ADVISORS, LTD. | 119631 | 801-124798 | 553 | 1 | $126,201,394 |
| LIGHTHOUSE FINANCIAL MANAGEMENT, LLC | 127748 | 801-110214 | 466 | 3 | $176,911,423 |
| HALL CAPITAL MANAGEMENT COMPANY, INC. | 108141 | 801-54286 | 455 | 8 | $362,493,232 |
| BLUE FIN CAPITAL, INC. | 108451 | 801-56127 | 317 | 4 | $402,991,928 |
| NAPATREE CAPITAL LLC | 292776 | 801-120842 | 264 | 4 | $162,707,200 |
| SHEELEY & PARTNERS WEALTH MANAGEMENT, LLC | 109013 | 801-56822 | 238 | 3 | $126,015,288 |