CAPITAL WEALTH PLANNING, LLC is a Naples, Florida based financial advisory firm with nearly $11,419,152,238 in assets under management and provides investment advisory services for 11690 clients. There are currently 32 financial advisors at the firm.
General Information |
| Firm CRD#: | 150764 | |
| SEC#: | 801-70333 | |
| Assets under Management: | $11,419,152,238 | |
| No. of Clients: | 11690 | |
| No. of Advisors: | 32 | |
| Advisory Services Provided: | Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other (PROVIDING SUB-ADVISORY SERVICES TO OTHER REGISTERED INVESTMENT ADVISERS) | |
| Fee Structure: | A percentage of AUM |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| CAPITAL WEALTH PLANNING, LLC | 150764 | 801-70333 | 11690 | 32 | $11,419,152,238 |
| ARK INVEST | 169525 | 801-79081 | 408 | 48 | $15,177,263,144 |
| CIFC ASSET MANAGEMENT LLC | 159172 | 801-72883 | 129 | 209 | $38,038,508,799 |
| WE FAMILY OFFICES | 109869 | 801-60025 | 108 | 62 | $13,909,416,024 |
| RIALTO CAPITAL MANAGEMENT, LLC | 159998 | 801-74178 | 68 | 94 | $17,005,084,465 |
| SMARTX ADVISORY SOLUTIONS | 297680 | 801-113795 | 60 | 91 | $22,914,329,456 |
| BAYVIEW ASSET MANAGEMENT, LLC | 157053 | 801-73638 | 51 | 373 | $38,629,858,981 |
| DIGITALBRIDGE INVESTMENT MANAGEMENT, LLC | 290954 | 801-112207 | 50 | 254 | $39,057,739,523 |
| DIGITAL BRIDGE ADVISORS, LLC | 291394 | 801-112767 | 41 | 125 | $13,465,617,648 |
| UNIVERSA INVESTMENTS L.P. | 146052 | 801-68696 | 37 | 20 | $16,160,165,483 |
| DEEP BLUE INVESTMENT ADVISORS | 115344 | 801-60690 | 25 | 14 | $13,054,420,667 |
| VOLORIDGE | 152869 | 801-71044 | 5 | 119 | $33,839,596,636 |
| RAYMOND JAMES INVESTMENT MANAGEMENT | 174904 | 801-100356 | 5 | 173 | $16,378,977,378 |
| OC INVESTMENT MANAGEMENT LP | 314948 | 801-121732 | 1 | 9 | $22,910,866,310 |
| ARMOUR CAPITAL MANAGEMENT LP | 164570 | 801-76965 | 1 | 20 | $12,344,395,778 |