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Capital Wealth Planning, LLC

● SEC registered since 2009CRD 150764SEC# 801-70333Naples, FL
Export (members)
Reg. AUM
$11.42B
Employees
32
Accounts
11,690
Location
Naples, FL

Capital Wealth Planning, LLC assets under management

Capital Wealth Planning, LLC is an SEC-registered investment adviser based in Naples, FL. The firm has been registered since 2009. It reports $11.4 billion in regulatory assets under management and employs 32 people.
www.instagram.com/capitalwealthplanningView on SEC.gov ↗

Capital Wealth Planning, LLC owners & executives

3 reported
NameTitleOwnershipSince
Joanna M Irons ControlMember50-75%2005
Kevin Glenn Simpson ControlPresident, Member50-75%2005
Ryan Jeffrey Carney ControlInterim Chief Compliance OfficerUnder 5%2025

Frequently asked questions

How much does Capital Wealth Planning, LLC manage?

Capital Wealth Planning, LLC reports $11.4 billion in regulatory assets under management on its Form ADV.

How many employees does Capital Wealth Planning, LLC have?

Capital Wealth Planning, LLC reports 32 employees.

Where is Capital Wealth Planning, LLC located?

Capital Wealth Planning, LLC is based in Naples, FL and has been SEC-registered since 2009.

Does Capital Wealth Planning, LLC disclose fund performance?

Capital Wealth Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9015 Strada Stell Ct, Suite 203, Naples, FL 34109
Phone239-593-2100
Fax239-593-2110
Office hours9:00 a.m. - 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
CIK1566728
Discloses disciplinary historyNo

Assets under management

Discretionary$11.42B
Non-discretionary$0
Total (RAUM)$11.42B