Capital Wealth Planning, LLC Employee Directory

Q: What is Capital Wealth Planning, LLC known for?

Capital Wealth Planning, LLC was founded in 2005. Capital Wealth Planning, LLC operates in the Investment Management industry.

Q: How many employees does Capital Wealth Planning, LLC have currently?

Capital Wealth Planning, LLC has approximately 34 employees.

Investment ManagementUnited States11-50 Employees

Capital Wealth Planning, LLC (CWP) is a fee-based, fiduciary, SEC Registered Investment Adviser. SEC Registration does not imply a certain level of skill or training. CWP offers actively managed, tactical, SMA-covered call strategies that focus on delivering income and competitive risk-adjusted returns. CWP provides investment management services through separately managed accounts to high-net-worth individuals, retirement accounts, endowments, non-profit organizations, pensions, profit-sharing plans, trusts, estates, and corporations. CWP’s strategic focus is concentrated on providing customized investment products and services for both institutional and private clients.  

Capital Wealth Planning, LLC LinkedIn Page Terms of Use:  

The content on the page is provided for informational purposes only and is not meant to provide any specific financial, investment, or other advice and should not be relied upon in that regard. Nothing on the Page constitutes an offer to sell or solicitation or offer to buy securities or other financial instruments.  

Capital Wealth Planning, LLC will not be responsible or liable for LinkedIn, the LinkedIn website, or the content of the Page (including any links on the Page) in any way, including being liable for any losses, or direct or indirect damages arising from any errors or omissions in any such content, links or any action or decision made by you or anyone else in reliance on any such content, the LinkedIn website or your use of the Page. Links on our page do not constitute an endorsement of the site being linked to or its content, we do not control and are not responsible for, any website linked from or to the page, the content of those websites, and the privacy practices of those websites, the third parties named on such websites, or their products and services.

Find Capital Wealth Planning, LLC employees' phone numbers or email addresses

Capital Wealth Planning, LLC Global Highlights

North America
50

United States Of America
50

Capital Wealth Planning, LLC's Leadership

J. S.
Chief Investment Officer
Mobile Phone
Email
R. C.
Chief Compliance Officer
Mobile Phone
Email
J. C.
Chief Compliance Officer
Mobile Phone
Email
J. I.
Chief Operating Officer
Mobile Phone
Email
D. Z.
Vice President High Yield Analyst
Mobile Phone
Email
H. C.
Vice President Of Sales At Cotopaxi
Mobile Phone
Email
K. S.
Founder
Mobile Phone
Email
K. S.
Founder / Chief Investment Officer
Mobile Phone
Email

Contact profiles from Capital Wealth Planning, LLC

Name

Title

Contact Info

Location

Last Update

J. P.
Assistant Vice President
Mobile Phone
Email
United StatesFlorida
Sep 29, 2023
L. D.
Vice President
Mobile Phone
Email
Oct 21, 2024
Y. C.
Assistant Vice President - Advisor Relationship Management
Mobile Phone
Email
United StatesFlorida
Sep 16, 2025
G. J.
Midwest Managing Director
Mobile Phone
Email
United StatesFlorida
Dec 05, 2025
R. W.
Managing Director - Southern Region At Capital Wealth Planning, Llc
Mobile Phone
Email
United States
Dec 05, 2025
N. R.
Director Of Accounting And Human Resources
Mobile Phone
Email
United States
Sep 25, 2025
J. M.
Director Of Sales
Mobile Phone
Email
United StatesFlorida
Sep 18, 2024
D. M.
Director Of Sales
Mobile Phone
Email
United StatesFlorida
Dec 05, 2025
D. W.
Client Services Manager
Mobile Phone
Email
United StatesFlorida
Dec 05, 2025
A. K.
Income Product Manager
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Capital Wealth Planning, LLC known for?

Capital Wealth Planning, LLC was founded in 2005 operates in the Investment Management industry. The company's main headquarters is located in 9015 Strada Stell Ct., Suite 203 Naples, Florida 34109, US; you can contact the main corporate office by phone at

+1-239-593-****

. Explore Capital Wealth Planning, LLC's company overview page for more information.

What is Capital Wealth Planning, LLC's most common email format?

Capital Wealth Planning, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Capital Wealth Planning, LLC email formats with LeadIQ.

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

Capital Wealth Planning, LLC has approximately 34 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Capital Wealth Planning, LLC's key employees and leadership?

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

Chief Investment Officer: J. S.
Chief Compliance Officer: R. C.
Chief Compliance Officer: J. C.
Chief Operating Officer: J. I.
Vice President High Yield Analyst: D. Z.

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