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Capital Wealth Planning, LLC Employee Directory

Investment ManagementFlorida, United States11-50 Employees

Capital Wealth Planning, LLC is a fee-based fiduciary investment adviser registered with the U.S. Securities and Exchange Commission. It delivers actively managed, tactical strategies through separately managed accounts, including SMA-covered call approaches designed to generate income and pursue favorable risk-adjusted returns. The firm serves high-net-worth individuals as well as institutional and nonprofit clients, such as retirement plans, endowments, pensions, trusts, estates, and corporations. Based in Naples, Florida, Capital Wealth Planning operates within the investment management industry with a focus on customized investment products and services for both private and institutional clients. SEC registration is disclosed as a regulatory status, though it does not guarantee skill or training.

Find Capital Wealth Planning, LLC employees' phone numbers or email addresses

Capital Wealth Planning, LLC Global Highlights

Location
Employees

North America
59

Minus sign iconPlus sign icon
  • United States Of America
    59

Capital Wealth Planning, LLC's Leadership

  • Chief Compliance Officer at Capital Wealth Planning, LLC
    J. C.
    Chief Compliance Officer
    Mobile Phone
  • Vice President Of Sales At Cotopaxi at Capital Wealth Planning, LLC
    H. C.
    Vice President Of Sales At Cotopaxi
    Mobile Phone
  • Vice President at Capital Wealth Planning, LLC
    L. D.
    Vice President
    Mobile Phone
  • Income Product Manager at Capital Wealth Planning, LLC
    A. K.
    Income Product Manager
    Mobile Phone
  • Client Services Manager at Capital Wealth Planning, LLC
    D. W.
    Client Services Manager
    Mobile Phone
  • Separately Managed Accounts Supervisor at Capital Wealth Planning, LLC
    E. B.
    Separately Managed Accounts Supervisor
    Mobile Phone
  • Marketing Manager at Capital Wealth Planning, LLC
    F. G.
    Marketing Manager
    Mobile Phone
  • Lead Portfolio Manager at Capital Wealth Planning, LLC
    I. N.
    Lead Portfolio Manager
    Mobile Phone

Capital Wealth Planning, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Entrepreneurship
  • Finance
  • Human Resources
  • Legal
  • Other
  • Consultant

Contact profiles from Capital Wealth Planning, LLC

Name
Title
Contact
Location
Last Update
  • Chief Compliance Officer at Capital Wealth Planning, LLC
    J. C.
    Chief Compliance Officer
    Mobile Phone
    Oct 21, 2024
  • Vice President Of Sales At Cotopaxi at Capital Wealth Planning, LLC
    H. C.
    Vice President Of Sales At Cotopaxi
    Mobile Phone
    Oct 23, 2024
  • Vice President at Capital Wealth Planning, LLC
    L. D.
    Vice President
    Mobile Phone
    Oct 21, 2024
  • Income Product Manager at Capital Wealth Planning, LLC
    A. K.
    Income Product Manager
    Mobile Phone
    Oct 22, 2024
  • Client Services Manager at Capital Wealth Planning, LLC
    D. W.
    Client Services Manager
    Mobile Phone
    Oct 23, 2024
  • Separately Managed Accounts Supervisor at Capital Wealth Planning, LLC
    E. B.
    Separately Managed Accounts Supervisor
    Mobile Phone
    Oct 18, 2024
  • Marketing Manager at Capital Wealth Planning, LLC
    F. G.
    Marketing Manager
    Mobile Phone
    Oct 16, 2024
  • Lead Portfolio Manager at Capital Wealth Planning, LLC
    I. N.
    Lead Portfolio Manager
    Mobile Phone
    Oct 21, 2024
  • Manager Operations & Client Services at Capital Wealth Planning, LLC
    S. H.
    Manager Operations & Client Services
    Mobile Phone
    Oct 22, 2024
  • Esg Investment Writer at Capital Wealth Planning, LLC
    P. S.
    Esg Investment Writer
    Mobile Phone
    Oct 18, 2024

Frequently Asked Questions

What is Capital Wealth Planning, LLC known for?

Minus sign iconPlus sign iconCapital Wealth Planning, LLC was founded in 2005 and operates in the Investment Management industry. You can contact Capital Wealth Planning, LLC's main corporate office by phone at
+1-239-593-****
. Explore Capital Wealth Planning, LLC's company overview page for more information.

What is Capital Wealth Planning, LLC's most common email format?

Minus sign iconPlus sign iconCapital Wealth Planning, LLC employees' email format typically follows the pattern of FLast@capitalwealthplanning.com. Trying to find reliable and up-to-date employee contact data? Find more Capital Wealth Planning, LLC email formats with LeadIQ.

How many employees does Capital Wealth Planning, LLC have currently?

Minus sign iconPlus sign iconCapital Wealth Planning, LLC has approximately 33 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Capital Wealth Planning, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of September 2026, Capital Wealth Planning, LLC's key employees include:

  • Chief Compliance Officer: J. C.
  • Vice President Of Sales At Cotopaxi: H. C.
  • Vice President: L. D.
  • Income Product Manager: A. K.
  • Client Services Manager: D. W.

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