PPrivate Fund Data
CompaniesFundsPeopleRankingsScreener

Kevin Glenn Simpson

President, Member, ManagerCapital Wealth Planning, LLCCRD 2250499

About Kevin Glenn Simpson

Kevin Glenn Simpson is listed as President, Member, Manager at Capital Wealth Planning, LLC in Naples, FL. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Capital Wealth Planning, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kevin Glenn Simpson work?

Kevin Glenn Simpson is listed as President, Member, Manager at Capital Wealth Planning, LLC on SEC Form ADV.

How much of Capital Wealth Planning, LLC does Kevin Glenn Simpson own?

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

Capital Wealth Planning, LLC

TitlePresident, Member, Manager
Ownership50-75%
Control personYes
Since2005