Insights

Established Market Presence Capital Wealth Advisors has a strong and consistent market presence, evidenced by its recognition on the Inc. 5000 list for seven consecutive years and multiple regional awards. This demonstrates a loyal client base and significant industry credibility, providing opportunities to offer advanced wealth management solutions and premium financial products.

Expanding Asset Engagement Recent investments such as the $68K stake in Custom Truck One Source suggest the company is actively managing and diversifying its asset portfolio. This indicates openness to strategic investments and portfolio expansion, presenting opportunities to introduce innovative asset management and alternative investment offerings.

Community and Partnership Focus Partnerships with local nonprofits like St. Matthew’s House and community engagement initiatives like the Turkey Drop highlight a strong community-oriented approach. These collaborations reveal potential for tailored philanthropic or socially responsible investment services, appealing to clients who value community impact.

Strategic Talent Acquisition The recent hiring of James C. Beachum as vice president and Pattie Imperial as talent director demonstrates ongoing leadership and talent development initiatives. This focus on leadership expansion indicates potential opportunities for offering executive and leadership development, coaching, or technology-enabled HR services.

Digital and Technology Utilization Utilizing a modern tech stack including WordPress, MySQL, and social media integrations shows the company's commitment to digital engagement. This digital focus suggests openness to innovative financial technology solutions, online client portals, marketing automation, or cybersecurity services to enhance client experience and operational efficiency.

CAPITAL WEALTH ADVISORS Tech Stack

CAPITAL WEALTH ADVISORS uses 8 technology products and services including WordPress, MySQL, Linkedin Sign-in, and more. Explore CAPITAL WEALTH ADVISORS's tech stack below.

  • WordPress
    Content Management System
  • MySQL
    Database
  • Linkedin Sign-in
    Identity Verification
  • Handlebars
    Javascript Frameworks
  • jQuery Migrate
    Javascript Libraries
  • reCAPTCHA
    Security
  • YouTube
    Video Players
  • prettyPhoto
    Web Tools And Plugins

Media & News

CAPITAL WEALTH ADVISORS's Email Address Formats

CAPITAL WEALTH ADVISORS uses at least 2 format(s):
CAPITAL WEALTH ADVISORS Email FormatsExamplePercentage
First.Last@capitalwealthadvisors.comJohn.Doe@capitalwealthadvisors.com
52%
First@capitalwealthadvisors.comJohn@capitalwealthadvisors.com
29%
FLast@capitalwealthadvisors.comJDoe@capitalwealthadvisors.com
16%
Last@capitalwealthadvisors.comDoe@capitalwealthadvisors.com
3%
First@cwafgi.comJohn@cwafgi.com
47%
Last@cwafgi.comDoe@cwafgi.com
37%
FLast@cwafgi.comJDoe@cwafgi.com
16%

Frequently Asked Questions

Where is CAPITAL WEALTH ADVISORS's headquarters located?

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CAPITAL WEALTH ADVISORS's main headquarters is located at 9130 Galleria Court Third Floor Naples, Florida 34109 United States. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is CAPITAL WEALTH ADVISORS's phone number?

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You can contact CAPITAL WEALTH ADVISORS'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's official website and social media links?

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CAPITAL WEALTH ADVISORS's official website is capitalwealthadvisors.com and has social profiles on LinkedIn.

What is CAPITAL WEALTH ADVISORS's NAICS code?

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CAPITAL WEALTH ADVISORS's NAICS code is 52 - Finance and Insurance.

How many employees does CAPITAL WEALTH ADVISORS have currently?

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As of May 2026, CAPITAL WEALTH ADVISORS has approximately 85 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Cfo: R. K.Chief Investment Officer & Managing Partner: L. M. J.Chief Compliance Officer: K. K.. Explore CAPITAL WEALTH ADVISORS's employee directory with LeadIQ.

What industry does CAPITAL WEALTH ADVISORS belong to?

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CAPITAL WEALTH ADVISORS operates in the Financial Services industry.

What technology does CAPITAL WEALTH ADVISORS use?

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CAPITAL WEALTH ADVISORS's tech stack includes WordPressMySQLLinkedin Sign-inHandlebarsjQuery MigratereCAPTCHAYouTubeprettyPhoto.

What is CAPITAL WEALTH ADVISORS's email format?

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CAPITAL WEALTH ADVISORS's email format typically follows the pattern of First.Last@capitalwealthadvisors.com. Find more CAPITAL WEALTH ADVISORS email formats with LeadIQ.

When was CAPITAL WEALTH ADVISORS founded?

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CAPITAL WEALTH ADVISORS was founded in 2004.

CAPITAL WEALTH ADVISORS

Financial ServicesFlorida, United States51-200 Employees

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.
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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.

Section iconCompany Overview

Headquarters
9130 Galleria Court Third Floor Naples, Florida 34109 United States
Phone number
NAICS Code
52 - Finance and Insurance
Founded
2004
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    CAPITAL WEALTH ADVISORS's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    CAPITAL WEALTH ADVISORS's revenue is estimated to be in the range of $100M$250M

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