Todd Franklin Sampson

Employer firm

Cwa Asset Management Group CRD 158940

$4.51B regulatory AUM 1,975 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 01/2012 → Present
  Cwa Asset Management Group, Llc
  Naples, FL
• 01/2012 → Present
  Capital Wealth Advisors
  Naples, FL

Previous Registrations

• 2022-02-14 → 2022-12-31
  Cwa Naples, Llc
  Naples, FL

Other Businesses

MR. TODD SAMPSON HOLDS A LIFE INSURANCE LICENSE IN STATE OF FLORIDA. MR. SAMPSON SELLS LIFE INSURANCE PRODUCTS THROUGH CAPITAL WEALTH ADVISORS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-10-15