Michael John Stevens

Employer firm

Capital Wealth, LLC CRD 289574

$116M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2009 → Present
  Cwa Insurance Services, Llc
  Lehi, UT
• 01/2016 → 06/2017
  Allegis Investment Services, Llc
  Lehi, UT
• 07/2017 → 12/2017
  Townsquare Capital, Llc
  Provo, UT
• 07/2017 → Present
  Capital Wealth Advisors, Llc
  Lehi, UT

Previous Registrations

• 2017-08-07 → 2017-12-19
  Townsquare Capital, Llc
  Lehi, UT
  Lehi, UT
• 2016-01-05 → 2017-07-05
  Allegis Investment Advisors, Llc
  Lehi, UT
  Idaho Falls, ID
• 2014-10-17 → 2016-01-04
  Brookstone Wealth Advisors, Llc
  Orem, UT

Other Businesses

1) CWA Insurance Services, LLC, Investment Related, Fixed Insurance, Owner and Insurance Agent, Start 07/2009, 96 hours per month devoted, Fixed insurance sales. 2) Junior Achievement of Utah, Not investment Related, Board Member, Start 02/2016, 5 hours per month devoted, serve as board member 3) Hunt Logic, LLC, Not investment Related, Member, Start 03/2025, 5 hours per month devoted

Exams

• S66 Uniform Combined State Law Examination
  2014-10-08
• S63 Uniform Securities Agent State Law Examination
  2011-09-20

Other Names

• Mike Stevens