What departments does Capital Wealth Advisors have?

Capital Wealth Advisors has employees across 3 departments including Operations, Finance, Administrative.

What is the largest department at Capital Wealth Advisors?

The largest department at Capital Wealth Advisors is Finance with 2 employees.

Where are Capital Wealth Advisors employees located globally?

Capital Wealth Advisors has employees across 3 continents and 3 countries including India, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Capital Wealth Advisors's team size changed over time?

Capital Wealth Advisors's team has grown from approximately 66 to 73 employees based on available data.

Capital Wealth Advisors Employee Directory

Q: Who are Capital Wealth Advisors's key employees and leadership?

Capital Wealth Advisors's key employees include: President & Ceo | Wealth Management | Estate Planning | Life Insurance: B. B., Cfo: R. K., Chief Investment Officer & Managing Partner: L. M. J., Chief Compliance Officer: K. K., Chief Compliance Officer: J. S..

Financial ServicesFlorida, United States51-200 Employees

Capital Wealth Advisors operates as the advisory practice of CWA Asset Management Group, LLC, an SEC-registered investment adviser serving clients across Florida, Louisiana, North Carolina, Ohio, Pennsylvania, and West Virginia. The firm is headquartered in Naples, Florida, at 9130 Galleria Court, Third Floor, Naples 34109, and employs between 51 and 200 people. It provides a range of financial services described as wealth management, insurance, and estate planning for individuals, families, and businesses, emphasizing a personalized, relationship-based approach. The firm notes decades of strategic wealth management experience and a dedicated team focused on delivering value to clients year after year. In 2023, Capital Wealth Advisors was listed on the Inc. 5000, reflecting external recognition of its growth.

Capital Wealth Advisors Global Highlights

North America
150

United States Of America
150

Asia
4

India
4

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Capital Wealth Advisors's Leadership

R. K.
Cfo
Mobile Phone
Email
L. M. J.
Chief Investment Officer & Managing Partner
Mobile Phone
Email
K. K.
Chief Compliance Officer
Mobile Phone
Email
J. S.
Chief Compliance Officer
Mobile Phone
Email
T. K.
Chief Of Staff
Mobile Phone
Email
D. A.
Vice President I Private Wealth Management
Mobile Phone
Email
K. V. M.
Vice President Private Wealth Management
Mobile Phone
Email
J. C. B.
Vice President | Private Wealth Management
Mobile Phone
Email

Capital Wealth Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Consultant
Finance
Business
Other
Human Resources
Entrepreneurship

Contact profiles from Capital Wealth Advisors

Name

Title

Contact Info

Location

Last Update

J. C.
President
Mobile Phone
Email
Oct 18, 2024
J. S.
Chief Compliance Officer
Mobile Phone
Email
UNITED STATES
Mar 08, 2023
J. Y.
Managing Partner
Mobile Phone
Email
Jun 08, 2026
K. E.
Partner
Mobile Phone
Email
United StatesFlorida
Jan 14, 2025
M. M.
President And Ceo
Mobile Phone
Email
Oct 21, 2024
P. B.
Partner
Mobile Phone
Email
May 12, 2026
P. B.
Partner
Mobile Phone
Email
United StatesNorth Carolina
Jun 03, 2026
S. W.
President
Mobile Phone
Email
Oct 17, 2024
T. B.
Executive Assistant To Chief Executive Officer
Mobile Phone
Email
Oct 21, 2024
V. P.
Managing Partner
Mobile Phone
Email
Jun 08, 2026

Frequently Asked Questions

What is Capital Wealth Advisors known for?

Capital Wealth Advisors was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in 9130 Galleria Court Third Floor Naples, Florida 34109 United States; you can contact the main corporate office by phone at

+1-239-434-****

. Explore Capital Wealth Advisors's company overview page for more information.

What is Capital Wealth Advisors's most common email format?

Capital Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Capital Wealth Advisors email formats with LeadIQ.

How many employees does Capital Wealth Advisors have currently?

Capital Wealth Advisors has approximately 87 employees as of June 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Capital Wealth Advisors's key employees and leadership?

As of June 2026, Capital Wealth Advisors's key employees include:

Cfo: R. K.
Chief Investment Officer & Managing Partner: L. M. J.
Chief Compliance Officer: K. K.
Chief Compliance Officer: J. S.
Chief Of Staff: T. K.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Capital Wealth Advisors Employee Directory

Find Capital Wealth Advisors employees' phone numbers or email addresses

Name search is limited — try advanced search instead