Earning your trust.
Guiding your wealth.
Your goals matter.
While our approach to every client is unique, each relationship is based on trust, commitment, and willingness to embrace opportunity. Where do you want to be tomorrow?
Wealth Advisory
We begin with a custom-tailored portfolio in an effort to help you minimize risk and maximize returns.
Estate and Legacy Planning
Support loved ones and preferred causes for generations to come.
Our Story
Our team is your team
We succeed only when you do. Our team is all yours, and has decades of strategic wealth management experience, backed by a proven 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.
Capital Wealth Advisors
At a Glance
$3.3B
In Assets Under Management (AUM)1
1575+
Individuals, Families, & Businesses Served
20Y
Years of Experience in Business
CWA Insights
Thought Leadership
When you partner with CWA, you get access to the collective wisdom of our industry professionals. Stay informed with critical insights on the future of finance to better manage your wealth today.
Recognition
Inc. 5000
Fastest Growing
Private Companies
in America
2017 – 2023
This award was open to all privately held, for-profit independent companies based in the U.S. and was based on revenue metrics over a stipulated period of time. The 2023 award was issued on August 15, 2023, by Inc. Magazine (“Inc.”) for the time period March 31, 2019, through December 31, 2022. CWA paid an application fee to be considered for eligibility.
Forbes
America's
Top RIA Firms
2024
Each advisor—selected by SHOOK Research—is chosen based on in-person, virtual and telephone due diligence meetings and an algorithm of qualitative and quantitative criteria, including industry experience; compliance records; revenue produced; and assets under management. The 2024 award was issued on October 8, 2024, by SHOOK Research, LLC, in partnership with Forbes, for the time period from October 2023 to October 2024 based on data as of March 31, 2024. No compensation was exchanged for placement on ranking
Financial Advisor
50 Fastest
Growing
RIAs
2023
This award was open to all registered investment adviser applicants and was based on assets under management. No compensation was exchanged for this award, and CWA is unaffiliated with this organization.
1As of February 28, 2025, the total assets under management for CWA Asset Management Group, LLC is approximately $3.34 billion.
