| Name | Title | Ownership | Since |
|---|---|---|---|
| David Leo Rosenow | Chief Compliance Officer | Under 5% | 2023 |
| David Scott Lake Control | President | 50-75% | 2001 |
| Jill S Lake Control | Treasurer | 50-75% | 2001 |
Capital Wealth Advisors, Ltd. reports $113.8 million in regulatory assets under management on its Form ADV.
Capital Wealth Advisors, Ltd. reports 2 employees.
Capital Wealth Advisors, Ltd. is based in West Bend, WI and has been SEC-registered since 2014.
Capital Wealth Advisors, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1755 W. Paradise Dr., West Bend, WI 53095 |
| Phone | 262-306-0066 |
| Fax | 262-306-0033 |
| Office hours | 8a.m.-4:00p.m. Mon-Thur, 8a.m.-3p.m. Fri |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $113.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $113.8M |