Kevin Glenn Simpson

Employer firm

Capital Wealth Planning, LLC CRD 150764

$17.2B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• PROVIDING SUB-ADVISORY SERVICES TO OTHER REGISTERED INVESTMENT 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

• 06/2005 → Present
  Capital Wealth Planning, Llc
  Naples, FL

Previous Registrations

• 2008-06-27 → 2009-08-14
  Jrn Strategic Investments, Llc
  Hemby Bridge, NC
• 2007-12-13 → 2008-06-18
  Kovack Advisors, Inc.
  Ft. Lauderdale, FL

Other Businesses

JK Leasing, LLC 9015 Strada Stell Ct Suite 202/203 Naples, FL 34109 Business is not investment related Nature of Business: Real Estate Position: Member Start Date: 06/05/2019 Hours Devoted: None No Duties or Responsibilities OCNJ, LLC 9015 Strada Stell Court Suite 202/203 Naples, FL 34109 Business is not investment related Nature of Business: Real Estate Position: Member Start Date: 07/18/2018 Hours Devoted: None No Duties or Responsibilities Big Timbers Lodge, LLC 9015 Strada Stell Court Suite 202/203 Naples, FL 34109 Business is not investment related Nature of Business: Real Estate Position: Member Start Date: 04/05/2019 Hours Devoted: None No Duties or Responsibilities QCV, LLC 9015 Strada Stell Court Suite 202/203 Naples, FL 34109 Business is not investment related Nature of Business: Rental Condominium Position: Member Start Date: July 17, 2017 Hours Devoted: None No Duties or Responsibilities Gulf Shore Boulevard, LLC 9015 Strada Stell Court Suite 202/203 Naples, FL 34109 Business is not investment related Nature of Business: Real Estate Position: Member Start Date: 06/05/2019 Hours Devoted: None No Duties or Responsibilities Covered Calls with Kevin Simpson Investment-related podcast Host/author Start: 02/19/2021 20 hours per month; 5 hours during trading hours Duties: Interview guests on podcast that are prominent in the investing industry; discuss economy and the market in general.

Exams

• S65 Uniform Investment Adviser Law Examination
  2007-11-27
• S63 Uniform Securities Agent State Law Examination
  1992-07-17

Other Names

• Kevin G Simpson