CAPITAL WEALTH PLANNING, LLC

9015 Strada Stell Ct
Suite 203
Naples, Florida 34109
Tel: 239-593-2100

About CAPITAL WEALTH PLANNING, LLC

CAPITAL WEALTH PLANNING, LLC, formally registered with the SEC as CAPITAL WEALTH PLANNING, LLC. The firm was established in 06/30/2009. They have over 1 offices throughout the country.

CAPITAL WEALTH PLANNING, LLC is a Naples, Florida based Financial Planning firm with nearly $11,419,152,238 assets under management, offering retirement planning & investment advisory services to 11690 clients. The firm is staffed with 32 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	150764
SEC#	801-70333
Assets Managed by Firm	$11,419,152,238
No. of Clients	11690
No. of Advisors	32

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (PROVIDING SUB-ADVISORY SERVICES TO OTHER REGISTERED INVESTMENT ADVISERS)

Firm Client Information

	No. of Clients	AUM
Firm Total	11690	$11,419,152,238
Individuals (other than high net worth individuals)	10439	$5,130,625,773
High net worth individuals	934	$1,901,030,404
Charitable organizations	80	$174,073,224
Corporations or other businesses	234	$289,931,626

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GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189
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