What departments does Capital Wealth Advisors have?

Capital Wealth Advisors has employees across 9 departments including Entrepreneurship, Consultant, Information Technology, Program & Project Management, Customer Success.

What is the largest department at Capital Wealth Advisors?

The largest department at Capital Wealth Advisors is Consultant with 4 employees.

Where are Capital Wealth Advisors employees located globally?

Capital Wealth Advisors has employees across 2 continents and 2 countries including India, United States Of America.

How has Capital Wealth Advisors's team size changed over time?

Capital Wealth Advisors's team has grown from approximately 66 to 76 employees based on available data.

Capital Wealth Advisors Employee Directory

Q: Who are Capital Wealth Advisors's key employees and leadership?

Capital Wealth Advisors's key employees include: President And Ceo: M. M., Vice President - Client Services: C. B., Vice President Private Wealth Management: K. V., President: J. C., President: S. W.

Financial ServicesFlorida, United States51-200 Employees

Capital Wealth Advisors operates as the advisory practice of CWA Asset Management Group, LLC, an SEC-registered investment adviser serving clients across Florida, Louisiana, North Carolina, Ohio, Pennsylvania, and West Virginia. The firm is headquartered in Naples, Florida, at 9130 Galleria Court, Third Floor, Naples 34109, and employs between 51 and 200 people. It provides a range of financial services described as wealth management, insurance, and estate planning for individuals, families, and businesses, emphasizing a personalized, relationship-based approach. The firm notes decades of strategic wealth management experience and a dedicated team focused on delivering value to clients year after year. In 2023, Capital Wealth Advisors was listed on the Inc. 5000, reflecting external recognition of its growth.

Capital Wealth Advisors Global Highlights

North America
149

United States Of America
149

Asia
6

India
6

Capital Wealth Advisors's Leadership

C. B.
Vice President - Client Services
Mobile Phone
Email
K. V.
Vice President Private Wealth Management
Mobile Phone
Email
M. M.
President And Ceo
Mobile Phone
Email
J. C.
President
Mobile Phone
Email
S. W.
President
Mobile Phone
Email
W. H.
Founder Owner
Mobile Phone
Email
J. Y.
Managing Partner
Mobile Phone
Email
K. J.
Managing Director
Mobile Phone
Email

Capital Wealth Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Community & Social Services
Consultant
Finance
Business
Other
Human Resources
Entrepreneurship

Contact profiles from Capital Wealth Advisors

Name

Title

Contact

Location

Last Update

J. C.
President
Mobile Phone
Email
Oct 18, 2024
J. Y.
Managing Partner
Mobile Phone
Email
Jun 08, 2026
K. J.
Managing Director
Mobile Phone
Email
Oct 23, 2024
M. M.
President And Ceo
Mobile Phone
Email
Oct 21, 2024
P. B.
Partner
Mobile Phone
Email
May 12, 2026
S. W.
President
Mobile Phone
Email
Oct 17, 2024
V. P.
Managing Partner
Mobile Phone
Email
Jun 08, 2026
W. H.
Founder Owner
Mobile Phone
Email
Oct 17, 2024
D. I.
Senior Vice President Of Private Wealth Management
Mobile Phone
Email
Aug 21, 2026
P. W.
Senior Vice President Of Private Wealth Management
Mobile Phone
Email
Aug 21, 2026

Frequently Asked Questions

What is Capital Wealth Advisors known for?

Capital Wealth Advisors was founded in 2004 and operates in the Financial Services industry. You can contact Capital Wealth Advisors's main corporate office by phone at

+1-239-434-****

. Explore Capital Wealth Advisors's company overview page for more information.

What is Capital Wealth Advisors's most common email format?

Capital Wealth Advisors employees' email format typically follows the pattern of First.Last@capitalwealthadvisors.com. Trying to find reliable and up-to-date employee contact data? Find more Capital Wealth Advisors email formats with LeadIQ.

How many employees does Capital Wealth Advisors have currently?

Capital Wealth Advisors has approximately 91 employees as of August 2026. These team members are located across 2 continents, including North America and Asia.

Who are Capital Wealth Advisors's key employees and leadership?

As of August 2026, Capital Wealth Advisors's key employees include:

Vice President - Client Services: C. B.
Vice President Private Wealth Management: K. V.
President And Ceo: M. M.
President: J. C.
President: S. W.

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Capital Wealth Advisors Employee Directory

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