C
CRD: 282475
Capital Wealth Planning Services
Brunswick, ME, 04011
2074598584
$50.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
62 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- MeridianNorth +more
- Established Date
- 02-17-2016
- Office Locations
- 2
Office Locations
14 Maine Street STE 111b Brunswick ME
938 Forest Avenue Portland ME
About Capital Wealth Planning Services
Capital Wealth Planning is a fee-based, SEC-registered RIA offering discretionary separately managed account strategies to investors and financial advisors via institutional wealth management platforms. Its equity portfolios pair dividend or above-average earnings growth targets with a tactical covered-call overlay, alongside a hedged ETF portfolio that tactically allocates across the broad market, sectors, and multiple asset classes.
Team overview
-- AVG AGE
$50.4M AVG AUM / ADVISOR
$812.2K AVG AUM / CLIENT
10.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Beacon Crest timber
Custodian
Ridge bridge Eagle meridian Ridge frontier Alpha Vital Horizon Crest Crest wave Frontier Zenith crest Value Bridge
Investment Themes
Unison focus
Investment Vehicles
Peak
Platform
Peak vertex
Services
Atlas
Technology
Focus momentum Bridge Foundation Capital element
Owner & Executives
P
PAUL MICHAEL SUYAMA
President
- CRD
- #1580962
- Ownership
- 75% or more
(204) 348-7972
radial.oak@legacycapital.com
in linkedin.com/in/fusion-zenith
Showing 1 of 1 owners & executives
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W
WILLIAM ROGER RICE
--
- CRD
- #1732907
(729) 707-1809
catalyst.harbor@optimacapital.com
in linkedin.com/in/horizon-crest
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $50,359,296 | -- |
| Total | $50,359,296 | -- |
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Separately Managed Accounts
Total SMA Asset: $50,359,296
Equity - Exchange:
18.0% Public Funds:
21.8% Cash:
60.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $194,692,518 | 18.0% |
| Public Funds | $235,794,272 | 21.8% |
| Cash | $651,138,310 | 60.2% |
| Total | $1,081,625,100 | 100.0% |