CRD: 155263
Capital Wealth Advisors, Ltd.
$126.1M Total AUM
$126.1M Disc. AUM
6.7% 3Y CAGR
2 Employees
185 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Timber
- Established Date
- 12-01-2001
- Office Locations
- 1
Office Locations
1755 W. Paradise Dr. West Bend WI
About Capital Wealth Advisors, Ltd.
Capital Wealth Advisors provides strategic wealth management and financial planning, pairing portfolio construction and risk management with retirement, estate and tax-planning guidance. The team publishes frequent market and macro insights to help clients stay disciplined through volatility. Investment implementation appears ETF-centric and primarily custodied at Charles Schwab.
Team overview
60 AVG AGE
$63.1M AVG AUM / ADVISOR
$681.7K AVG AUM / CLIENT
14.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Alpha frontier
CRM
Vertex north
Investment Themes
Vital vector
Investment Vehicles
Unison
Services
Insight Delta vital Ridge Glacier prime
Technology
Foundation
Owner & Executives
DAVID SCOTT LAKE
Portfolio Manager, President
- CRD
- #1638504
- Ownership
- 50% but less than 75%
(812) 895-5676
catalyst.unison@northcapital.com
in linkedin.com/in/signal-delta
J
JILL S LAKE
President, TREASURER
- CRD
- --
- Ownership
- 50% but less than 75%
(700) 264-7334
momentum.delta@pathwaycapital.com
in linkedin.com/in/fusion-unison
P
Prime frontier
Bridge pioneer frontier
- CRD
- #51194
- Ownership
- 20.2%
(360) 398-7248
insight.ember@vectorcapital.com
in linkedin.com/in/zenith-wave
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $126,107,540 | $241,585 |
| Non-Discretionary | $0 | -- |
| Total | $126,107,540 | $241,585 |
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Separately Managed Accounts
Total SMA Asset: $126,107,540
Equity - Exchange:
34.8% Cash:
42.8% Other:
22.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,231,853,304 | 34.8% |
| Cash | $2,744,923,029 | 42.8% |
| Other | $1,436,595,231 | 22.4% |
| Total | $6,413,371,564 | 100.0% |