Capital Wealth Planning

Overview

Capital Wealth Planning was founded in 2005 in Naples, Florida. The firm operates as a registered investment adviser, providing discretionary portfolio management to high-net-worth individuals, families, corporate accounts and charitable organizations. Unlike many peers of similar age and size, the firm did not emerge from a wirehouse breakaway team or a multi-family office conversion; it was purpose-built as an independent shop from the start, and its founding principal anchor remains in place today. CWP constructs concentrated, equity-income portfolios for its clients. The firm runs a single core equity strategy, typically holding 25 to 35 large-cap, dividend-paying stocks at a time. The investment committee selects names from across sectors including consumer staples, healthcare, industrials and energy infrastructure. Turnover is low, and the emphasis is on companies with durable competitive advantages, strong free cash flow generation, and a demonstrated history of annual dividend increases. The firm does not use mutual funds or ETFs for its core equity allocation, preferring direct ownership of individual securities. For certain client needs, it layers on fixed income ladders and structured notes. The firm is headquartered in Naples, Florida, and serves clients nationally through a centralized operations and investment team. As a private, closely held RIA, Capital Wealth Planning does not publicly disclose assets under management or a headcount figure. No adjacent vehicles — such as a private fund series, a philanthropic DAF program, or a real-asset arm — have been publicly identified. Structurally, CWP stands apart through its deliberate lack of a multi-strategy or multi-manager offering. Most registered investment advisers serving high-net-worth clients diversify across asset classes, third-party strategies and alternative investments. Capital Wealth Planning instead concentrates its managed assets into one in-house equity-income mandate. This boutique approach — one philosophy, one investment committee, one directly managed portfolio of names they know intimately — makes the firm simpler but also more operationally concentrated than the typical advisory practice. Succession planning and the depth of the investment team behind the founding principal have not been publicly addressed.