Investment adviser · CRD 141079
CAPITAL WEALTH ADVISORS
Investment adviser filing (IA)
CAPITAL CONSULTING GROUP, LLC
NAPLES, FL, United States · Form ADV filed Aug 22, 2012
- Regulatory AUM
- $54.8M Form ADV · Item 5.F
- Client accounts
- 93 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 22, 2012. View historical filings
Reported services
Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
787 FIFTH AVENUE SOUTHNAPLES, FL, 34102, United States
CRD 141079
Filing source
Form ADV 665902 · Aug 22, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.