$17.2B Total AUM
$17.2B Disc. AUM
32.6% 3Y CAGR
30 Employees
12,580 ADV. Clients
21 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Raymond James
- Clients
- Retail and Institutional
- Platforms
- ZenithPioneer
- Established Date
- 04-01-2005
- Office Locations
- 3
Office Locations
1016 Collier Center WAY Suite 101 Naples FL
9015 Strada Stell CT Suite 203 Naples FL
-- Ambler PA
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.
Team overview
35 AVG AGE
$2.9B AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
7.3 yrs AVG TENURE
30 Employees
6 Advisory Reps
9 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Prime oak
Client Personas
Vector
Custodian
Bridge ember Insight
Investment Themes
Insight meridian Capital vertex Crest frontier
Investment Vehicles
Alpha
Platform
Fusion
Services
Oak Element alpha Radial Peak ember
Technology
Peak focus Insight signal
Owner & Executives
J
JOANNA M IRONS
Founder
- CRD
- --
- Ownership
- 50% but less than 75%
(464) 656-4699
legacy.fusion@insightcapital.com
in linkedin.com/in/north-timber
KEVIN GLENN SIMPSON
Investment Advisor, Manager, President
- CRD
- #2250499
- Ownership
- 50% but less than 75%
(909) 988-7459
beacon.harbor@foundationcapital.com
in linkedin.com/in/bridge-vital
P
Peak harbor
Timber bridge signal
- CRD
- #16977
- Ownership
- 24.5%
(944) 607-5246
signal.foundation@deltacapital.com
in linkedin.com/in/fusion-north
Showing 2 of 3 owners & executives
Unlock allContacts
J
JUSTIN VIET-HOANG BUI
--
- CRD
- #7815597
(787) 684-4734
catalyst.catalyst@signalcapital.com
in linkedin.com/in/matrix-foundation
J
JEFFREY ALAN CARNEY
--
- CRD
- #4469411
(735) 621-3939
atlas.meridian@glaciercapital.com
in linkedin.com/in/prime-alpha
M
Meridian unison
Alpha unison
- CRD
- #90246
(412) 792-1151
optima.legacy@glaciercapital.com
in linkedin.com/in/horizon-delta
Showing 2 of 12 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $10,213,001,806
Equity - Exchange:
15.3% Cash:
34.8% Public Funds:
49.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $525,614,489 | 15.3% |
| Cash | $1,195,515,308 | 34.8% |
| Public Funds | $1,714,259,018 | 49.9% |
| Total | $3,435,388,815 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| OAK HARBOR | HORIZON BEACON | 0AIZOMC3U | EXNZ | 7.91% | $37,857,875 |
| MERIDIAN VITAL | QUANTUM EAGLE | UZYJCF985 | NOCKM | 3.31% | $72,621,199 |
| FOUNDATION HARBOR | VECTOR VERTEX | 28Z1SAKQE | DBC | 3.18% | $49,762,018 |
| UNISON FOCUS SIGNAL | MERIDIAN ATLAS | 385Y25CO9 | XNB | 10.06% | $76,217,245 |
| SUMMIT BRIDGE ZENITH | HARBOR DELTA | X54OAR2PW | ZAFV | 3.77% | $49,327,130 |
| MERIDIAN ELEMENT | BRIDGE HORIZON | 7NGWQDYTQ | ZNZHN | 11.98% | $86,429,782 |
| VERTEX DELTA | OPTIMA EAGLE | 2D7F38JYE | RHSN | 8.97% | $62,553,224 |
| PEAK MOMENTUM PEAK | MERIDIAN BRIDGE | 63138N122 | QLK | 6.40% | $109,953,677 |