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- Custodian
- Charles Schwab & Company · Morgan Stanley
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 03-01-2023
- Office Locations
- 1
Office Locations
About Capital Wealth Group LLC
Capital Wealth Group, LLC is a Columbia, SC-based fee-only, fiduciary advisor led by George Jameson, CFP®, MBA, focused on retirement planning and investment management for families across the Midlands. The firm builds evidence-based portfolios using low-cost ETFs/funds and tax-efficient rebalancing, and delivers retirement income, Roth conversion and tax-planning support, plus Social Security/Medicare optimization and charitable giving strategies. Primary custodian is Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 36 clients, or 36 clients per representative. That equates to $662.6K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on February 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
GEORGE WALTON JAMESON Jr
Chief Compliance Officer, Owner
- CRD
- #4263854
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,852,059 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,852,059 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Capital Wealth Group LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.