CAPITAL WEALTH ADVISORS Revenue and Competitors

Naples, FL USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • CAPITAL WEALTH ADVISORS's estimated annual revenue is currently $22.3M per year.(i)
  • CAPITAL WEALTH ADVISORS's estimated revenue per employee is $210,000

Employee Data

  • CAPITAL WEALTH ADVISORS has 106 Employees.(i)
  • CAPITAL WEALTH ADVISORS grew their employee count by 8% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$4.1M288%N/AN/A
#2
$3.4M23-12%N/AN/A
#3
$44.1M191-7%N/AN/A
#4
$18.9M9018%$100MN/A
#5
$92.7M3538%N/AN/A
#6
$4.1M2827%N/AN/A
#7
$18.5M8838%N/AN/A
#8
$35.6M15428%N/AN/A
#9
$0.2M2-50%N/AN/A
#10
$6.2M37-7%N/AN/A
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Capital Wealth Advisors is an elite, comprehensive wealth, insurance, and estate planning firm catering exclusively to the most affluent and discerning individuals, families, and businesses. Our clients have access to our team of highly-skilled professionals that provide a multi-disciplinary, yet highly-focused approach to wealth creation and preservation. Based in Southwest Florida, with offices in Charlotte, North Carolina, Mooresville, North Carolina, and Omaha, Nebraska, Capital Wealth Advisors is dedicated to providing innovative solutions while maintaining the highest standards of integrity. Capital Wealth Advisors is a two time Inc. 5000 company.

keywords:N/A

N/A

Total Funding

106

Number of Employees

$22.3M

Revenue (est)

8%

Employee Growth %

N/A

Valuation

N/A

Accelerator

CAPITAL WEALTH ADVISORS News

2022-04-20 - Branding Wealth Management for the Averagely Affluent

To open an account with Goldman Sachs Private Wealth Management you need at ... Capability · By investing in the high-tech and human capital...

2022-04-20 - Main Street Capital Co. (NYSE:MAIN) Expected to Announce ...

For the next financial year, analysts forecast that the business will post earnings of $3.01 per share, with EPS estimates ranging from $2.88 to...

2022-04-06 - Forbes Best-in-State Ranks Thomas Fautrel, Seventy2 ...

Seventy2 Capital Wealth Management is a separate entity from Wells Fargo Advisors Financial Network, LLC. E-mail: info seventy2capital.com.

2019-03-14 - iShares Floating Rate Bond ETF (FLOT) Stake Lessened by HL

Vanguard Capital Wealth Advisors increased its position in shares of iShares Floating Rate Bond ETF by 0.9% in the 4th quarter. Vanguard

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$27.1M10827%N/A
#2
$27.4M10811%N/A
#3
$28.4M11218%N/A
#4
$28.6M11314%N/A
#5
$30.8M11454%N/A

CAPITAL WEALTH ADVISORS Executives


NameTitle
William BeynonPresident & CEO
Jeff SuttonCHIEF COMPLIANCE OFFICER
Richard KnepflerCFO
Susie MulryOffice Manager/ Executive Assistant to the President & CEO
Blaine FergusonCo-Founder/ COO ♦ Wealth Management ♦ Estate Planning ♦ Risk Management
Daniel LondonAssociate & Right Hand to The CEO
Lewis JohnsonChief Investment Officer
Kimberly KeyChief Compliance Officer
William BeynonPresident & CEO
Martyn PriceSVP
Wesley AlimVP Private Wealth Management
Todd SampsonSENIOR VICE PRESIDENT | PRIVATE WEALTH MANAGEMENT
Jeffrey GalatiVICE PRESIDENT | PRIVATE WEALTH MANAGEMENT, CLU®
Roxane Kronon galatiVICE PRESIDENT | PRIVATE WEALTH MANAGEMENT, CFP®, CPA
Susan BrunoManaging Director & Senior VP, Private Wealth Management
Deb MinnickSenior Vice President
Lee LarsonSenior Vice President
Joseph TornincasoSenior Vice President / Private Wealth Management
Jay FolzSenior Vice President
Susie MulryOffice Manager/ Executive Assistant to the President & CEO
Karen VilorioVice President Private Wealth Management
David LakePresident
Shad WhiteVice President, Private Wealth Management
Colleen MurphyVice President- Private Wealth Management
Lewis JohnsonCo-Founder & President
James LoveExecutive Vice President | Private Wealth Management
John WalkerExecutive Vice President | Private Wealth Management
Jeffrey GalatiSenior Vice President - Private Wealth Management
Alex BoutonVice President | Investment Management
Roxane GalatiSenior Vice President - Private Wealth Management at CAPITAL WEALTH ADVISORS
Lori TaylorSenior Vice President | Wealth Management Advisor