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About Capital Wealth Advisors, LLC |
| Capital Wealth Advisors, LLC is a single-source financial services firm for affluent individuals, business owners, legal professionals, and medical professionals. We provide oversight and strategic management of every aspect of our client's financial lives through accumulation distribution and preservation of their wealth. |
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General Information |
| Years of Experience in Financial Services: |
25
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| Name of Custodial Firm: |
National Financial Services, LLC, Pershing, LLC, TD Ameritrade
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| Number of Years with Current Firm: |
22
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| Name of Broker/Dealer: |
Cambridge Investment Research Inc.
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| States Willing to do Business in: |
Antioch,Arrington,Ashland City,Chapel Hill,College Grove,Eagleville,Fairview,Franklin,Goodlettsville,Hermitage,Joelton,Kingston Springs,La Vergne,Madison,Mount Juliet,Murfreesboro,Nashville,Nolensville,Old Hickory,Pegram,Rockvale,Smyrna,Spring Hill,Thompsons Station,White Bluff,Whites Creek
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Firm Information |
| Assets Managed by Firm: |
$175,000,000
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| Assets Managed by Advisor: |
$175,000,000
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| Firm's Number of Clients: |
60
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| Firm's Number of Planning Clients: |
60
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| Firm's Number of Managed Clients: |
60
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