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Capital Wealth Advisors

Capital Wealth Advisors Revenue

Financial ServicesFlag of USPelican Marsh, Florida, United States51-100 Employees

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Capital Wealth Advisors revenue & valuation

Annual revenue$7,800,000
Revenue per employee$99,000
Estimated valuation?$25,000,000
Total fundingNo funding

Key Contacts at Capital Wealth Advisors

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Blaine Ferguson

Co-Founder/ Coo ♦ Wealth Management ♦ Estate Planning ♦ Risk Management

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Stephen English

Managing Director Of Private Wealth Management

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Jeffrey M. Galati

Managing Director - Private Wealth Management

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Zachary Craig

Managing Director | Private Wealth Management

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Jay Folz

Managing Director

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Benton Elliott

Managing Director | Private Wealth Management

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Samantha Nalbach

Marketing Director

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Vivien Preece

Director Of Insurance Services

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Patricia Valerio

Director Of Underwriting

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Trisha Coad

Director

Company overview

Headquarters9130 Galleria Court, Third Floor, Naples, FL 34109, US
Phone number+12394347434
Websites
NAICS52
SIC628
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
Founded2004
Employees51-100
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.

FormatExamplePercentage
{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

Vice President
Entry
C-Suite

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

Discover the technologies and tools that power Capital Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.

Modernizr

Modernizr

JavaScript libraries

reCAPTCHA

reCAPTCHA

Security

Google Maps

Google Maps

Maps

Hello Elementor

Hello Elementor

WordPress themes

Elementor

Elementor

Page builders

MonsterInsights

MonsterInsights

Analytics

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

Twitter Emoji

Font scripts

jQuery

jQuery

JavaScript libraries

HubSpot Analytics

HubSpot Analytics

Analytics

Apple iCloud Mail

Apple iCloud Mail

Webmail

Frequently asked questions

Capital Wealth Advisors is located in Pelican Marsh, Florida, US.
You can reach Capital Wealth Advisors at +12394347434.
Capital Wealth Advisors generates an estimated annual revenue of $7,800,000. This revenue figure reflects the company's market position and business performance in its industry.
Capital Wealth Advisors has an estimated valuation of $25,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Capital Wealth Advisors was founded in 2004, making it 22 years old. The company has established itself as a significant player in its industry over this time.
Capital Wealth Advisors has approximately 51-100 employees. The company continues to grow its workforce to support its business operations and expansion.

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