Earning your trust.

Guiding your wealth.

At Capital Wealth Advisors, we believe the little things we do make the biggest difference. To us, it’s more than a transaction; it’s a relationship. We invest the time to gain a deeper knowledge of your needs for a more personalized, collaborative approach to growing your wealth.
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Your goals matter.

While our approach to every client is unique, each relationship is based on trust, commitment, and willingness to embrace opportunity. Where do you want to be tomorrow?

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Wealth Advisory

We begin with a custom-tailored portfolio in an effort to help you minimize risk and maximize returns.

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Financial Planning

Outlive your money with a financial plan that works for you. 

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Estate and Legacy Planning

Support loved ones and preferred causes for generations to come.

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Asset Protection

Safeguard your wealth from potential risks and liabilities. 

Our Story

See how we’ve made the wealth management process more approachable for you.
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Our Leadership Team

Our team is your team

We succeed only when you do. Our team is all yours, and has decades of strategic wealth management experience, backed by a proven history of delivering meaningful and measurable value year over year. We take your financial goals and aspirations personally, and pride ourselves on earning your trust from day one—and every day after.

Capital Wealth Advisors

At a Glance

$2.5B

In Assets Under Management (AUM)1

1575+

Individuals, Families, & Businesses Served

20Y

Years of Experience in Business

CWA Insights

Thought Leadership

When you partner with CWA, you get access to the collective wisdom of our industry professionals. Stay informed with critical insights on the future of finance to better manage your wealth today.

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Recognition

Inc. 5000

Fastest Growing
Private Companies
in America

2017 – 2023

This award was open to all privately held, for-profit, based in the U.S., independent companies and was based on revenue metrics over a stipulated period of time. No compensation was exchanged for this award, and CWA is unaffiliated with this organization.

Inc. Regionals

Fastest Growing
U.S. Companies in
the Southeast

2021 – 2023

This award was open to all privately held, for-profit, based in the Southeast U.S., independent companies and was based on revenue metrics over a stipulated period of time. No compensation was exchanged for this award, and CWA is unaffiliated with this organization.

Financial Advisor

50 Fastest
Growing
RIAs

2023

This award was open to all registered investment adviser applicants and was based on assets under management. No compensation was exchanged for this award, and CWA is unaffiliated with this organization.

1As of December 31, 2023, the total assets under management for CWA Asset Management Group, LLC is approximately $2.53 billion.

Speak with a Financial Advisor

You’ve gotten to know us—now, let’s get to know you. Tell us about yourself, and let’s discuss how we can meet your goals.

Want to speak with us now? Give us a call at (866) 601-3031.