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- Custodian
- Charles Schwab & Company · LPL Financial · Morgan Stanley
- Clients
- Retail
- Platforms
- Available
- 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.
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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