Key facts
- Capital Wealth Planning is a hedge fund based in Naples, United States.
About Capital Wealth Planning
Founded in 2005
Registered with the SEC
Form ADV · 2026-03 · CRD 150764- Regulatory AUM
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- Private fund assets
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- Private funds
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- Staff
- 30
- Registered office
- NAPLES, FL
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as CAPITAL WEALTH PLANNING, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for Capital Wealth Planning are on record yet. Positions surface from round participations, filings, and coverage.
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