Capital Wealth Planning, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

150764

SEC number

801-70333

Firm type

RIA

Assets under management

$17.2B as of Mar 20, 2026

Website

www.instagram.com/capitalwealthplanning ↗

Phone

239-593-2100

Address

9015 Strada Stell Ct, Naples, FL, 34109

Advisors at this firm

11 in our index · page 1 of 1

• Justin Viet-Hoang BuiCRD 7815597 · Naples, FL
  IA Registered
• Jeffrey Alan CarneyCRD 4469411 · Naples, FL
  IA Registered
• Ryan Jeffrey CarneyCRD 6505864 · Naples, FL
  IA Registered
• Jose Armando CruzCRD 7501737 · Naples, FL
  IA Registered
• Barry Joseph MohanCRD 8123395 · Naples, FL
  IA Registered
• Joey Van OxfordCRD 1963188 · Naples, FL
  IA RegisteredRegistration inactive
• Francis William SedgwickCRD 6164164 · Ambler, PA
  IA RegisteredRegistration inactive
• Kevin Glenn SimpsonCRD 2250499 · Naples, FL
  IA Registered
  Disclosure event(s) on record
• Joshua Lee SmithCRD 5133821 · Naples, FL
  IA Registered
• David Matthew WhittakerCRD 7795444 · Naples, FL
  IA Registered
• Regan WallCRD 5428035 · Naples, FL
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.