CRD: 157959
Capital Wealth Management, LLC
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- Custodian
- Ascensus · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Element optimaSummit
- Established Date
- 08-02-2011
- Office Locations
- 2
Office Locations
About Capital Wealth Management, LLC
Rhode Island–based Capital Wealth Management, LLC provides goal-based financial strategies for individuals and families, with an emphasis on retirement planning and navigating life transitions. The firm highlights long-term, open communication and publishes weekly and quarterly commentary along with tax-related education. Custody includes Charles Schwab; serving clients since 1989.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LAWRENCE FRANCIS DOOLEY JR.
Chief Investment Officer
- CRD
- #2376082
- Ownership
- Less than 5%
LEE ALAN DUCKWORTH
Chief Compliance Officer, Chief Executive Officer, President, Registered Representative
- CRD
- #2097591
- Ownership
- Less than 5%
Vital legacy
Glacier glacier crest
- CRD
- #34839
- Ownership
- 29.7%
Showing 2 of 3 owners & executives
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PETER JAMES ALOFSIN
Financial Advisor
- CRD
- #2274434
CURT A CASERTA
Partner
- CRD
- #2709324
Unison frontier
Atlas pioneer vector
- CRD
- #83038
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,136,500,120 | $1,729,833 |
| Non-Discretionary | $635,867 | $211,956 |
| Total | $1,137,135,987 | $1,722,933 |
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Separately Managed Accounts
Total SMA Asset: $1,137,135,987
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $643,234,922 | 25.9% |
| Equity - Exchange | $166,396,679 | 6.7% |
| Corporate - Investment Grade | $280,639,174 | 11.3% |
| Cash | $769,895,080 | 31.0% |
| Municipal Bonds | $623,366,661 | 25.1% |
| Total | $2,483,532,516 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ALPHA BRIDGE HARBOR | TIMBER SUMMIT | SHV4MHE68 | DTB | 6.07% | $82,887,614 |
| TIMBER FOUNDATION PATHWAY | CATALYST OAK | MTWR7XFG7 | PTY | 5.27% | $40,207,387 |
| FUSION LEGACY | SUMMIT DELTA | R09WNHU0I | MLLG | 2.25% | $55,857,611 |
| RIDGE MATRIX CAPITAL | UNISON BEACON | TWAM732BL | KKB | 6.32% | $46,419,170 |
| RADIAL OPTIMA WAVE | ELEMENT VALUE | TDCP2XFU6 | GVAYG | 3.28% | $66,804,167 |
| HORIZON WAVE | PIONEER EAGLE | ZKH27WQX2 | HDCE | 7.31% | $118,919,177 |
| FUSION FOUNDATION | PIONEER VALUE | LKD3X1AW8 | ITUD | 9.89% | $87,908,149 |
| ATLAS RADIAL VALUE | PEAK PIONEER | QL3A4B0A4 | CHD | 11.06% | $2,511,458 |