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
$2.5B
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.
Inc. Regionals
Fastest Growing
U.S. Companies in
the Southeast
2021 – 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 February 28, 2023, by Inc. Magazine (“Inc.”) for the time period March 31, 2019, through December 31, 2021. CWA paid an application fee to be considered for eligibility.
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 December 31, 2023, the total assets under management for CWA Asset Management Group, LLC is approximately $2.53 billion.
