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Fund Manager

Capital Wealth Advisors

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Capital Wealth Advisors

Fund Manager

Primary Strategy: Hedge Fund

Year Founded: 2004

Number of Employees: 79

Ownership: Privately Held

Year End: December

Description

At Capital Wealth Advisors, we believe that the little things make the biggest difference. Our approach goes beyond transactions—it's about building relationships. We take the time to gain a deeper understanding of your needs, allowing us to deliver a more personalized and collaborative wealth management experience. As a comprehensive wealth, insurance, and estate planning firm, we serve individua

Contact

Website: Link to website

LinkedIn: linkedin.com/company/capitalwealthadvisors

Address

9130 Galleria Court, 3rd Floor, Naples, Florida, United States

Date

As of: September 30, 2025

Key Metrics

See data over time

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
By strategy
By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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