Wealth Manager
    SEC Registered

    Capital Wealth Planning, LLC

    Registered investment advisor · Naples, Florida · CRD #150764

    Assets Under Management
    $17.2B
    Client Accounts
    14,502
    Employees
    30
    CRD Number
    150764
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Capital Wealth Planning, LLC

    Capital Wealth Planning, LLC (CWP) is a fee-only investment advisory firm based in Naples, Florida, founded in 2005 by Kevin Simpson. The firm specializes in discretionary investment management for institutional clients, wire houses, regional broker-dealers, and high-net-worth individuals. CWP manages approximately $13 billion in equity positions across 137 holdings, focusing on income-oriented portfolios that utilize strategies centered on large-cap blue-chip companies from the S&P 100, along w

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Capital Wealth Planning, LLC

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    Frequently Asked Questions

    What is Capital Wealth Planning, LLC's AUM?

    Capital Wealth Planning, LLC reports approximately $17.2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Capital Wealth Planning, LLC headquartered?

    Capital Wealth Planning, LLC is headquartered in Naples, Florida.

    What is Capital Wealth Planning, LLC's CRD number?

    Capital Wealth Planning, LLC's CRD number is 150764. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Capital Wealth Planning, LLC manage?

    Capital Wealth Planning, LLC manages approximately 14,502 client accounts according to its latest SEC filing.

    Is Capital Wealth Planning, LLC SEC registered?

    Yes, Capital Wealth Planning, LLC is registered with the SEC as an investment adviser with an approved registration status.

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