


Capital Wealth Advisors Revenue
Financial Services • Pelican Marsh, Florida, United States • 51-100 Employees
Capital Wealth Advisors revenue & valuation
| Annual revenue | $7,800,000 |
| Revenue per employee | $99,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $25,000,000 |
| Total funding | No funding |
Key Contacts at Capital Wealth Advisors
Blaine Ferguson
Co-Founder/ Coo ♦ Wealth Management ♦ Estate Planning ♦ Risk Management
Stephen English
Managing Director Of Private Wealth Management
Jeffrey M. Galati
Managing Director - Private Wealth Management
Zachary Craig
Managing Director | Private Wealth Management
Jay Folz
Managing Director
Benton Elliott
Managing Director | Private Wealth Management
Samantha Nalbach
Marketing Director
Vivien Preece
Director Of Insurance Services
Patricia Valerio
Director Of Underwriting
Trisha Coad
Director
Company overview
| Headquarters | 9130 Galleria Court, Third Floor, Naples, FL 34109, US |
| Phone number | +12394347434 |
| Websites | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Risk Management, Asset Protection, Wealth Management, Disability Insurance, Annuities, Life Insurance, Financial Planning, Estate Planning, Long-Term Care, Fixed Income Management, Wealth Advisory, Estate & Legacy Planning, Asset & Estate Mapping, Estate Transfer Strategies, Lifetime Gifting Strategies, Proprietary Research & Due Diligence, Risk-Based Portfolio Construction, Tax- Aware Investment Strategies |
| Founded | 2004 |
| Employees | 51-100 |
| Socials |
Capital Wealth Advisors Email Formats
Capital Wealth Advisors uses 5 email formats. The most common is {first initial} (e.g., j@capitalwealthadvisors.com), used 30.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@capitalwealthadvisors.com | 30.6% |
{first name}.{last name} | john.doe@capitalwealthadvisors.com | 25% |
{first initial}.{last name} | j.doe@capitalwealthadvisors.com | 16.7% |
{first initial}{last name}.{last name} | jdoe.doe@capitalwealthadvisors.com | 5.6% |
{first initial}{last name}{last name}.{last name} | jdoedoe.doe@capitalwealthadvisors.com | 5.6% |
About Capital Wealth Advisors
At Capital Wealth Advisors, we believe that the little things make the biggest difference. Our approach goes beyond transactions—it's about building relationships. We take the time to gain a deeper understanding of your needs, allowing us to deliver a more personalized and collaborative wealth management experience. As a comprehensive wealth, insurance, and estate planning firm, we serve individuals, families, and businesses, with a team that's fully dedicated to you. With decades of strategic wealth management experience, backed by a history of delivering meaningful and measurable value year over year, we take your financial goals and aspirations personally, and pride ourselves on earning your trust from day one—and every day after. __________ CWA Asset Management Group, LLC (“CWA”) is an SEC-registered investment adviser, doing business as Capital Wealth Advisors (FL, LA, NC, OH, PA, WV). Registration does not imply any level of skill or training. CWA’s ADV 2A and Form CRS can be accessed via https://adviserinfo.sec.gov/firm/summary/158940. CWA reserves the right, to the extent permitted by law, to archive and monitor all electronic communications on CWA hosted platforms. CWA will not accept purchase or sale orders via social network messaging systems. CWA is not responsible for unsolicited content posted by third-parties. CWA does not provide tax or legal advice. CWA may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where CWA is registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance, and are not an endorsement of CWA by any third-party. Follows, or likes on CWA social media accounts should not be construed as an endorsement of any CWA employee or by the firm CWA.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Capital Wealth Advisors has 36 employees across 6 departments.
Departments
Number of employees
Funding Data
Capital Wealth Advisors has never raised funding before.
Capital Wealth Advisors Tech Stack
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Frequently asked questions
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