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- Custodian
- Capital Group · Charles Schwab & Company · Raymond James
- Clients
- Retail
- Platforms
- FoundationElement wave
- Established Date
- 09-13-2018
- Office Locations
- 1
Office Locations
About Capital Wealth Alliance, LLC
Capital Wealth Alliance, LLC is a Scottsdale, AZ RIA providing personalized wealth management and integrated planning for business owners, executives/entrepreneurs, high-net-worth families, and clients navigating major life events. The firm coordinates a network of financial institutions and professionals and uses Riskalyze (Nitrogen) risk-number analysis to align portfolios. Implementation commonly uses ETFs and mutual funds, with custody through firms such as Schwab and Raymond James.
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Owner & Executives
BRENT MICHAEL CARMAN
Managing Partner, Partner
- CRD
- #4809579
- Ownership
- 50% but less than 75%
Robert D Wong
Chief Compliance Officer, Managing Partner
- CRD
- #2508357
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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JUSTIN LAURENCE CAIRNS
--
- CRD
- #5095440
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $299,331,240 | $351,328 |
| Non-Discretionary | $962,765 | $106,974 |
| Total | $300,294,005 | $348,774 |
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Separately Managed Accounts
Total SMA Asset: $300,294,005
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,904,612,588 | 21.8% |
| Public Funds | $672,730,134 | 7.7% |
| Municipal Bonds | $2,018,190,403 | 23.1% |
| Cash | $497,995,034 | 5.7% |
| U.S. Government/Agency | $1,633,773,183 | 18.7% |
| Corporate - Investment Grade | $1,179,461,924 | 13.5% |
| Private Funds | $829,991,724 | 9.5% |
| Total | $8,736,754,990 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| TIMBER PEAK | FOCUS SIGNAL | BVH7WXT2A | VWD | 0.83% | $29,597,717 |
| HARBOR SIGNAL | HARBOR HORIZON | IZNLFHSCQ | EXPX | 5.68% | $2,346,379 |
| OAK GLACIER | ZENITH SUMMIT | H1QD7F57Z | FHK | 2.86% | $54,781,186 |
| CATALYST FUSION | WAVE CAPITAL | 7S50EOKE5 | EWOJB | 10.34% | $67,054,768 |
| OPTIMA OAK CREST | VITAL EMBER | OCZS6TKHJ | INT | 7.48% | $58,754,113 |
| UNISON CATALYST HARBOR | HARBOR ATLAS | TN53PB784 | ZUVHA | 9.48% | $112,741,930 |
| INSIGHT CREST CAPITAL | EMBER ELEMENT | 4HV3YUO3Q | WJF | 10.07% | $6,580,881 |
| UNISON FRONTIER | SIGNAL MATRIX | XG3E0ORO7 | LTSFY | 2.80% | $65,211,791 |