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Capital Wealth Advisors
Capital Wealth Advisors was established in 2004 by insurance and investment professionals Bill Beynon and Blaine Ferguson. The firm focuses on multi-family...
Capital Wealth Advisors
Capital Wealth Advisors was established in 2004 by insurance and investment professionals Bill Beynon and Blaine Ferguson. The firm focuses on multi-family office services for ultra-high-net-worth clients. Investment activity spans private equity, real estate, hedge funds, private credit, and digital assets. Holdings include positions in SPDR Gold Trust, Franco-Nevada Corporation, Grayscale Bitcoin Trust, and public equities such as NVIDIA and Apple. Geographic reach centers on North America with exposure to U.S. natural resources and real estate vehicles. The firm maintains 86 professionals and additional offices in Charlotte, New Orleans, and Cary. It participates in events such as the Naples Winter Wine Festival and holds memberships in MDRT and CFA Society Naples. Joseph Moglia serves as chairman. Ownership ties to Arax Investment Partners, backed by RedBird Capital Partners, create a hybrid structure linking the multi-family office to external strategic capital and operating businesses.
General information
Firm type
Multi Family Office
Year founded
2004
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Naples
Corporate office
9130 Galleria Court, Third Floor, Naples, FL 34109, United States
Additional offices
Charlotte · New Orleans · Cary
Principals
Bill Beynon
Co-founder, President, and CEO
Blaine Ferguson
Co-founder and COO
Joseph Moglia
Chairman
Lewis Johnson
Principal and Co-Chief Investment Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Capital Wealth Advisors?
Bill Beynon serves as President and CEO. Lewis Johnson acts as Co-Chief Investment Officer. Joseph Moglia holds the chairman role.
How is Capital Wealth Advisors structured relative to its ownership?
Arax Investment Partners owns a majority stake. RedBird Capital Partners backs Arax. The arrangement links the multi-family office to external strategic capital.
What asset classes does Capital Wealth Advisors deploy into?
Confirmed exposures include private equity, real estate, hedge funds, private credit, and digital assets. Public equity positions and gold-related holdings appear in records.
Does Capital Wealth Advisors maintain philanthropic structures?
The firm supports the Naples Children & Education Foundation and runs the Capital Wealth Advisors Turkey Drop. Bill Beynon serves as a trustee for the former.
Where does Capital Wealth Advisors source its client base?
The firm targets entrepreneurial and ultra-high-net-worth families. Relationships trace to insurance, investment, and former TD Ameritrade networks.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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