# Capital Wealth Advisors

Capital Wealth Advisors is a Multi Family Office based in Naples, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Naples, United States
- **Region:** North America
- **Address:** 9130 Galleria Court, Third Floor, Naples, FL 34109, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** capitalwealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/capitalwealthadvisors

## Regulatory record

- **Latest Form ADV filing:** 2026-05-22T05:00:00.000Z
- **Private funds reported:** 0

## About

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.

## Sectors

- Private Equity
- Real Estate
- Hedge Funds
- Private Credit
- Digital Assets

## Offices

- Charlotte
- New Orleans
- Cary

## People

- Bill Beynon — Co-founder, President, and CEO
- Blaine Ferguson — Co-founder and COO
- Joseph Moglia — Chairman
- Lewis Johnson — Principal and Co-Chief Investment Officer

## 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.

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Last updated: 2026-06-03T20:00:00.000Z

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