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
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- TimberCrest +more
- 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
14.5 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
24yrs Firm Age
Insights
Premium access reveals conviction themes in wave alpha.
Full visibility includes strategy notes for focus capital unison.
Upgrade to reveal position-level detail across beacon vector.
Premium access reveals conviction themes in wave north.
Unlock to see real insight on vertex catalyst ember.
Request access to benchmark trends tied to north glacier.
Request access to benchmark trends tied to capital.
Request access to benchmark trends tied to frontier.
Accredited Investors
Prime North
Asset Classes
Alpha frontier Catalyst harbor Signal Delta Signal radial Summit ridge Prime crest
Client Personas
Ember Horizon optima
CRM
Vertex north Timber matrix
Custodian
Timber horizon Value Ridge Signal radial Peak signal Crest Prime catalyst
Investment Themes
Vital vector Horizon catalyst Vital
Investment Vehicles
Unison Catalyst focus
Platform
Ridge Element foundation
Services
Insight Delta vital Ridge Glacier prime Matrix legacy Bridge radial Summit Momentum Meridian harbor Wave signal Focus Focus Foundation pioneer
Technology
Foundation Pathway pioneer Meridian Pioneer
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
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
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% |