Insights

Clientele focus Target affluent individuals, business owners, legal and medical professionals as core client segments to tailor high-touch advisory services and cross-sell comprehensive financial planning.

Integrated offerings Emphasize the firm’s single-source model for accumulation, distribution, and preservation to upsell advanced planning services, portfolio optimization, and tax-efficient strategies.

Independent alignment Position Cambridge Investment Research as a trusted partner while clarifying affiliations to address potential client concerns and highlight access to a broad product universe.

Digital presence Leverage current tech stack and WordPress/Shopify footprint to promote digital onboarding, client portals, and automated communications for scalable client acquisition.

Growth indicators Revenue range signals a mid-market opportunity; pursue mid-to-large enterprise referrals and strategic partnerships to expand client base while maintaining high service levels.

Similar companies to Capital Wealth Advisors, LLC

Capital Wealth Advisors, LLC Tech Stack

Capital Wealth Advisors, LLC uses 8 technology products and services including WordPress, Shopify, Microsoft 365, and more. Explore Capital Wealth Advisors, LLC's tech stack below.

  • Content Management System
  • E-commerce
  • Priority Hints
    Performance
  • Flywheel
    Platform As A Service
  • Platform As A Service
  • Cloudflare Bot Management
    Security
  • Magnific Popup
    Web Tools And Plugins

Capital Wealth Advisors, LLC's Email Address Formats

Capital Wealth Advisors, LLC uses at least 3 email formats:
Capital Wealth Advisors, LLC Email FormatsExamplePercentage
First@capitalwealthadvisor.comJohn@capitalwealthadvisor.com
91%
FLast@capitalwealthadvisor.comJDoe@capitalwealthadvisor.com
5%
Last@capitalwealthadvisor.comDoe@capitalwealthadvisor.com
4%

Frequently Asked Questions

What is Capital Wealth Advisors, LLC's phone number?

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You can contact Capital Wealth Advisors, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Capital Wealth Advisors, LLC's official website and social media links?

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Capital Wealth Advisors, LLC's official website is capitalwealthadvisor.com and has social profiles on LinkedIn.

How much revenue does Capital Wealth Advisors, LLC generate?

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As of September 2026, Capital Wealth Advisors, LLC's annual revenue is estimated to be $10M - $25M.

What is Capital Wealth Advisors, LLC's NAICS code?

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Capital Wealth Advisors, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Capital Wealth Advisors, LLC have currently?

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As of September 2026, Capital Wealth Advisors, LLC has approximately 15 employees across 1 continents, including North America. Key team members include President And Chief Executive Officer: W. B., Director Of Risk Management: C. R. and Registered Principal: S. H. Explore Capital Wealth Advisors, LLC's employee directory with LeadIQ.

What industry does Capital Wealth Advisors, LLC belong to?

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Capital Wealth Advisors, LLC operates in the Financial Services industry.

What technology does Capital Wealth Advisors, LLC use?

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Capital Wealth Advisors, LLC's tech stack includes WordPress, Shopify, Microsoft 365, Priority Hints, Flywheel, WP Engine, Cloudflare Bot Management and Magnific Popup.

What is Capital Wealth Advisors, LLC's email format?

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Capital Wealth Advisors, LLC's email format typically follows the pattern of First@capitalwealthadvisor.com. Find more Capital Wealth Advisors, LLC email formats with LeadIQ.
Capital Wealth Advisors, LLC logo

Capital Wealth Advisors, LLC

Financial ServicesTennessee, United States11-50 Employees

Capital Wealth Advisors, LLC operates as a comprehensive financial services firm serving affluent individuals, business owners, and professionals, including those in legal and medical practice. It emphasizes overseeing and strategically managing all aspects of a client’s financial life, with a focus on growth, income planning, and preservation of wealth. By listening closely to clients’ values and goals, the firm designs personalized strategies and coordinates follow-through to support long-term financial security.

Headquartered in Brentwood, Tennessee, the firm positions itself within the financial services industry as a multi-discipline advisory practice serving a high-net-worth client base. Securities are offered through Cambridge Investment Research, Inc., a broker-dealer registered with FINRA/SIPC, while advisory services are provided through Cambridge Investment Research Advisors Inc. Capital Wealth Advisors and Cambridge are not affiliated.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Capital Wealth Advisors, LLC's revenue is estimated to be in the range of $10M - $25M

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