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9130 Galleria Court Third Floor, Naples, FL 34109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2013-10-15 |
| FL | RA | APPROVED | 2012-01-24 |
Branch Locations
9130 Galleria Court Third Floor, Naples, FL 34109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cwa Asset Management Group, Llc | Naples | FL | 08/2011 | Present |
| Capital Consulting Group, Llc D/B/A Capital Wealth Advisors | Naples | FL | 06/2007 | 01/2021 |
| Capital Wealth Advisors | Naples | FL | 01/2013 | Present |
| Capital Wealth Advisors, Inc. D/B/A Cwa Asset Management Group, | Naples | FL | 12/2004 | Present |
| Cw Institutional, Llc | Naples | FL | 03/2021 | Present |
| Cwa Naples, Llc | Naples | FL | 01/2013 | 12/2022 |
| Gyroscope Capital Management Group, Llc. | Naples | FL | 04/2022 | Present |
1)DBA: CAPITAL WEALTH ADVISORS, INC. - 9130 Galleria Court, Naples, FL 34109,. START DATE 2004, ESTATE PLANNING, INSURANCE & FAMILY OFFICE SERVICES, VICE PRESIDENT, 2% OF TIME SPENT. 2) CWA ASSET MANAGEMENT GROUP, LLC DBA CAPITAL WEALTH ADVISORS - 9130 Galleria Court, Naples, FL 34109, REGISTERED INVESTMENT ADVISORY, CO-OWNER, CHIEF OPERATING OFFICER, 50% OF TIME SPENT. 3) 5TH AVENUE BROKERAGE LLC DBA 5 BROKERAGE - 9130 Galleria Court, Naples, FL 34109, INSURANCE BROKERAGE, CO-OWNER, PRINCIPAL, 2% OF TIME SPENT. 4) B&B CAPITAL, LLC - 9130 Galleria Court, Naples, FL 34109, PERSONAL HOLDINGS & INVESTMENTS, CO-OWNER, HOLDING COMPANY FOR CAPITAL CONSULTING GROUP, LLC, LESS THAN 1% OF TIME SPENT. 5) GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC., 9130 Galleria Court, Naples, FL 34109, REGISTERED INVESTMENT ADVISORY, PARTNER 6) LIBERTY WOLFE ENTERPRISES, LLC, 9130 Galleria Court, Naples, FL 34109, INSURANCE BROKERAGE, COO 2% OF TIME SPENT. 7) CW INSTITUTIONAL, LLC, 9130 Galleria Court, Naples, FL 34109, CHIEF OPERATING OFFICER, 10% OF TIME SPENT. 8) CWA CAROLINAS, LLC, 9130 Galleria Court, Naples, FL 34109, WEALTH ADVISORY SERVICES, 1% OF TIME SPENT. 9) CWA FOUNDERS, LLC, 9130 Galleria Court, Naples, FL 34109, HOLDING/DISTRIBUTION CO., LESS THAN 1% OF TIME SPENT. 10) CWA HOLDINGS, LLC, 9130 Galleria Court, Naples, FL 34109, HOLDING CO., LESS THAN 1% OF TIME SPENT. 11) CWA RISK MANAGEMENT, 9130 Galleria Court, Naples, FL 34109, PASSIVE OWNERSHIP, PROPERTY AND CASUALTY, LESS THAN 1% OF TIME SPENT. 12) CW NATURAL RESOURCES FUND GP, LLC, 9130 Galleria Court, Naples, FL 34109, PARTNER, HOLDING COMPANY, LESS THAN 1% OF TIME SPENT. 13) CW SPECIAL OPPORTUNITIES FUND GP, LLC, 9130 Galleria Court, Naples, FL 34109, PARTNER, HOLDING COMPANY, LESS THAN 1% OF TIME SPENT. 14) GYROSCOPE ENHANCED LIQUID INCOME FUND GP, LLC, 9130 Galleria Court, Naples, FL 34109, PARTNER, HOLDING COMPANY, LESS THAN 1% OF TIME SPENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-07 |
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