Chad Brian Austin

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

• 12/2022 → 01/2025
  Fidelity Investments
  American Fork, UT
• 02/2022 → 12/2022
  Wells Fargo Bank Na
  Rigby, ID
• 07/2020 → 12/2021
  Ibex Construction Llc
  Lehi, UT
• 03/2020 → 07/2020
  Darden Restaurants
  American Fork, UT
• 07/2019 → 03/2020
  Ibex Construction Llc
  Lehi, UT
• 06/2017 → 06/2019
  The Church Of Jesus Christ Of Latter-Day Saints
  Southfield, MI
• 06/2015 → 05/2017
  Lehi City, Center Court
  Lehi, UT
• 08/2014 → 05/2017
  Lehi High School
  Lehi, UT
• 02/2025 → Present
  Capital Wealth Advisors, Llc
  Lehi, UT

Previous Registrations

• 2023-12-15 → 2025-01-30
  Fidelity Personal And Workplace Advisors
  Salt Lake City, UT

Other Businesses

CWA Insurance Services, LLC, Investment Related, Fixed Insurance, Insurance Agent, 50% of his time spent on this activity, Fixed insurance sales.

Exams

• S66 Uniform Combined State Law Examination
  2023-11-29
• S63 Uniform Securities Agent State Law Examination
  2023-04-04

Other Names

• Chad Brian Austin
• Austin Chad