Capital Wealth Advisors Employee Directory

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.

Find Capital Wealth Advisors employees' phone numbers or email addresses

Capital Wealth Advisors Global Highlights

Location
Employees

North America
146

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  • United States Of America
    146

Asia
4

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  • India
    4

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Capital Wealth Advisors's Leadership

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    R. K.
    Cfo
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    L. M. J.
    Chief Investment Officer & Managing Partner
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    K. K.
    Chief Compliance Officer
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    J. S.
    Chief Compliance Officer
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    T. K.
    Chief Of Staff
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    J. A. K.
    Vice President Of Private Wealth Management
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    K. V. M.
    Vice President Private Wealth Management
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    D. I.
    Vice President Of Private Wealth Management
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Contact profiles from Capital Wealth Advisors

Name
Title
Contact Info
Location
Last Update
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    C. M. M.
    Vice President- Private Wealth Management
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    UNITED STATES
    Mar 08, 2023
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    J. G.
    Senior Vice President
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    Dec 31, 2023
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    J. P.
    Senior Vice President Strategy
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    Oct 16, 2024
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    J. W.
    Senior Vice President
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    UNITED STATES
    Jan 12, 2024
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    K. V.
    Vice President Private Wealth Management
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    Jul 09, 2024
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    L. L.
    Senior Vice President
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    UNITED STATES
    Mar 08, 2023
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    M. P.
    Senior Vice President
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    UNITED STATES
    Mar 07, 2023
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    R. K. G.
    Senior Vice President - Private Wealth Management At Capital Wealth Advisors
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    United StatesFlorida
    Aug 29, 2025
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    S. W.
    Vice President Private Wealth Management
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    United StatesFlorida
    Feb 06, 2024
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    P. I.
    Managing Director | Strategic Growth
    Phone icon
    United StatesArkansas
    Dec 04, 2025

Frequently Asked Questions

What is Capital Wealth Advisors known for?

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Capital Wealth Advisors was founded in 2004 operates in the Financial Services industry. The company's main headquarters is located in 9130 Galleria Court, Third Floor; you can contact the main corporate office by phone at . Explore Capital Wealth Advisors's company overview page for more information.

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

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Capital Wealth Advisors employees' email format typically follows the pattern of . 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?

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Capital Wealth Advisors has approximately 78 employees as of December 2025. These team members are located across 3 continents, including North AmericaAsiaEurope.

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

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As of December 2025, Capital Wealth Advisors's key employees include:

  • Cfo: R. K.
  • Chief Investment Officer & Managing Partner: L. M. J.
  • Chief Compliance Officer: K. K.
  • Chief Compliance Officer: J. S.
  • Chief Of Staff: T. K.

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