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Capital Wealth Advisors, Ltd.

Capital Wealth Advisors, Ltd.. CRD 155263

Capital Wealth Advisors, Ltd. logo

CRD: 155263

Capital Wealth Advisors, Ltd.

West Bend, WI, 53095
2623060066
$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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Firm 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

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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

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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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-15-2022
02-16-2023
02-16-2024
03-31-2025
03-25-2026
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

$126.1M Total SMA
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%

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