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- Custodian
- Ascensus · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between November 7, 2025 and July 8, 2026, reported AUM increased 13.6%, from $1.0B to $1.1B.
Across 5 reported observations, AUM increased 48.7% between December 21, 2022 and July 8, 2026, from $764.5M to $1.1B.
Of the latest reported AUM, 99.9% is discretionary and 0.1% is non-discretionary.
The firm reports 9 advisory representatives and 655 clients, or 72.8 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 2 reported office locations and 15 years in operation. The source data was last updated on July 8, 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
- Platform
- Services
- Technology
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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%
Showing 2 of 3 owners & executives
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PETER JAMES ALOFSIN
Financial Advisor
- CRD
- #2274434
CURT A CASERTA
Partner
- CRD
- #2709324
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
SMA allocation detail is available
Capital Wealth Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Capital Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.