Capital Wealth Planning, LLC
● SEC registered since 2009CRD 150764SEC# 801-70333Naples, FL
Reg. AUM
$17.25B
Employees
30
Accounts
14,502
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 $17.2 billion in regulatory assets under management and employs 30 people.
Capital Wealth Planning, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Joanna M Irons Control | Member | 50-75% | 2005 |
| Kevin Glenn Simpson Control | President, Member, Manager | 50-75% | 2005 |
| Ryan Jeffrey Carney Control | Chief Compliance Officer | Under 5% | 2025 |
Frequently asked questions
How much does Capital Wealth Planning, LLC manage?
Capital Wealth Planning, LLC reports $17.2 billion in regulatory assets under management on its Form ADV.
How many employees does Capital Wealth Planning, LLC have?
Capital Wealth Planning, LLC reports 30 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
| Address | 9015 Strada Stell Ct, Suite 203, Naples, FL 34109 |
| Phone | 239-593-2100 |
| Fax | 239-593-2110 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1566728 |
| Discloses disciplinary history | No |
Regulatory AUM
$17.25B▲ 51%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 6%
Larger than 94% of 16,271 advisers
EmployeesTop 18%
More than 82% of 16,825 advisers
Assets under management
$17.25Bregulatory AUM
Discretionary $17.25B