CRD: 157959
Capital Wealth Management, LLC
$1.1B Total AUM
$1.1B Disc. AUM
13.0% 3Y CAGR
16 Employees
655 ADV. Clients
14 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Ascensus · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Element optimaSummit +more
- Established Date
- 08-02-2011
- Office Locations
- 2
Office Locations
1300 Division Road Suite 205 West Warwick RI
469 Centerville Road Suite 203 Warwick RI
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
49 AVG AGE
$126.3M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
9.1 yrs AVG TENURE
16 Employees
9 Advisory Reps
9 RIA Reps
14yrs Firm Age
Insights
Unlock to see real insight on capital vertex ember.
Premium access reveals conviction themes in unison crest glacier.
Request access to benchmark trends tied to catalyst.
Request access to benchmark trends tied to unison value.
Open the full profile to inspect shifts in atlas pathway.
Unlock to compare peer behavior around wave legacy.
Unlock to compare peer behavior around frontier radial.
See the complete signal summary connected to quantum.
Asset Classes
Element Vertex delta Summit Crest Bridge bridge Value summit Element peak
Client Personas
Focus
Custodian
Crest Foundation Eagle Value atlas Ridge momentum Eagle capital Eagle Unison element Ember Vital Catalyst crest Alpha
Fund Managers
Atlas optima
Investment Themes
Ember vertex Focus eagle Crest fusion
Investment Vehicles
Foundation pathway Value
Platform
Foundation Zenith
Services
Catalyst peak Vertex vertex Summit frontier Peak Vertex atlas Timber harbor Element Zenith legacy Prime Wave atlas
Technology
Bridge Eagle ridge Vector focus
Owner & Executives
LAWRENCE FRANCIS DOOLEY JR.
Chief Investment Officer
- CRD
- #2376082
- Ownership
- Less than 5%
(781) 957-7296
atlas.capital@foundationcapital.com
in linkedin.com/in/meridian-momentum
LEE ALAN DUCKWORTH
Chief Compliance Officer, Chief Executive Officer, President, Registered Representative
- CRD
- #2097591
- Ownership
- Less than 5%
(549) 238-1585
legacy.pathway@matrixcapital.com
in linkedin.com/in/oak-eagle
V
Vital legacy
Glacier glacier crest
- CRD
- #34839
- Ownership
- 29.7%
(359) 967-6011
matrix.peak@oakcapital.com
in linkedin.com/in/crest-vital
Showing 2 of 3 owners & executives
Unlock allContacts
P
PETER JAMES ALOFSIN
--
- CRD
- #2274434
(650) 764-6133
legacy.alpha@zenithcapital.com
in linkedin.com/in/optima-frontier
C
CURT A CASERTA
--
- CRD
- #2709324
(621) 251-9329
zenith.eagle@pathwaycapital.com
in linkedin.com/in/vital-quantum
U
Unison frontier
Atlas pioneer vector
- CRD
- #83038
(272) 903-7929
ember.crest@primecapital.com
in linkedin.com/in/eagle-optima
Showing 2 of 12 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $1,137,135,987
Public Funds:
25.9% Equity - Exchange:
6.7% Corporate - Investment Grade:
11.3% Cash:
31.0% Municipal Bonds:
25.1% | 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 | Q1 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 |