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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-01-2005
- Office Locations
- 3
Office Locations
About Capital Wealth Planning, LLC
Capital Wealth Planning, LLC is a fee-based, SEC-registered RIA in Naples, FL, co-founded by CIO Kevin Simpson. The firm manages discretionary strategies and offers separately managed account access to its institutional wealth management platform for investors and other advisors. SMA allocations skew heavily to ETFs. Kevin is also a published author and available for speaking engagements.
Reported data analysis
What the numbers show
Between August 29, 2025 and March 20, 2026, reported AUM increased 51.0%, from $11.4B to $17.2B.
Across 5 reported observations, AUM increased 246.9% between April 22, 2022 and March 20, 2026, from $5.0B to $17.2B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 12,580 clients, or 2,096.7 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 3 reported office locations and 21 years in operation. The source data was last updated on March 20, 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
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Capital Wealth Planning, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JOANNA M IRONS
Founder
- CRD
- --
- Ownership
- 50% but less than 75%
KEVIN GLENN SIMPSON
Investment Advisor, Manager, President
- CRD
- #2250499
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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JUSTIN VIET-HOANG BUI
Regional Consultant - Florida/South
- CRD
- #7815597
JEFFREY ALAN CARNEY
--
- CRD
- #4469411
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,247,323,339 | $1,189,307 |
| Non-Discretionary | $0 | -- |
| Total | $17,247,323,339 | $1,189,307 |
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Separately Managed Accounts
SMA allocation detail is available
Capital Wealth Planning, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Capital Wealth Planning, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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