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David Scott Lake

PresidentCapital Wealth Advisors, Ltd.CRD 1638504

About David Scott Lake

David Scott Lake is listed as President at Capital Wealth Advisors, Ltd. in West Bend, WI. Form ADV reports a beneficial ownership band of 50-75%. David Scott Lake is associated with 2 registered advisers.

Reported ownership

Owns 50-75% of Capital Wealth Advisors, Ltd.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does David Scott Lake work?

David Scott Lake is listed as President at Capital Wealth Advisors, Ltd. on SEC Form ADV.

How much of Capital Wealth Advisors, Ltd. does David Scott Lake own?

Form ADV reports a beneficial ownership band of 50-75%.

Capital Wealth Advisors, Ltd.

TitlePresident
Ownership50-75%
Control personYes
Since2001

RIA Services, LLC

TitleMember
OwnershipOver 75%
Control personYes
Since2015