Francis William Sedgwick

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

• 05/2015 → 06/2022
  Pershing Llc
  Ambler, PA
• 05/2015 → 06/2022
  Lockwood Advisors Inc
  Pennington, NJ
• 04/2023 → 03/2026
  Sei Investments
  Oaks, PA
• 07/2022 → 04/2023
  Magis Capital Partners Llc
  Berwyn, PA
• 04/2026 → Present
  Capital Wealth Planning, Llc
  Ambler, PA

Previous Registrations

• 2023-04-20 → 2026-03-30
  Sei Investments Management Corp
  Oaks, PA
  Ambler, PA
• 2016-09-28 → 2022-06-29
  Bny Mellon Advisors, Inc.
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-08-25
• S63 Uniform Securities Agent State Law Examination
  2013-04-08

Other Names

• Fran Sedgwick