CRD: 282818
Capital Wealth Strategies, LLC
$50.0M Total AUM
$50.0M Disc. AUM
-- 3Y CAGR
1 Employees
122 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Alpha frontierOptima beacon +more
- Established Date
- 03-30-2016
- Office Locations
- 1
Office Locations
3046 DE LA Vina ST Santa Barbara CA
About Capital Wealth Strategies, LLC
Capitol Wealth Strategies is a Santa Barbara, CA investment advisory firm providing ongoing financial planning for working professionals, small business owners, and retirees, with support across goal setting, cash flow, risk management, debt, and estate strategy. Portfolios are primarily implemented with ETFs, and the firm custodies through Charles Schwab—useful for ETF model distribution.
Team overview
-- AVG AGE
$50.0M AVG AUM / ADVISOR
$409.8K AVG AUM / CLIENT
10.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
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Asset Classes
Wave focus Summit Vital harbor Legacy timber Ridge summit Focus
Client Personas
Optima
Custodian
Foundation optima Radial summit Vector summit Element catalyst
Investment Themes
Oak Value capital Crest summit
Investment Vehicles
Horizon Optima matrix
Services
Foundation Atlas Ember Wave Delta ridge Beacon
Technology
Value ridge Peak Crest
Owner & Executives
J
JOHAN HENRIK FRISELL
FOUNDER
- CRD
- #3002232
- Ownership
- 75% or more
(373) 251-9845
peak.signal@horizoncapital.com
in linkedin.com/in/quantum-radial
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $50,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $50,000,000
Equity - Exchange:
47.0% Cash:
15.4% Public Funds:
37.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,198,214,406 | 47.0% |
| Cash | $1,375,585,146 | 15.4% |
| Public Funds | $3,358,571,524 | 37.6% |
| Total | $8,932,371,076 | 100.0% |