RIA Intel›Advisers›South Carolina›CAPITAL WEALTH GROUP LLC

CAPITAL WEALTH GROUP LLC

Advisory

COLUMBIA, SC

Data as of Feb 10, 2026 · Source: SEC Form ADV

Average account

$206K

across 116 accounts

AUM per adviser

$24M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 10, 2026.

Total AUM

$24M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$24M

Discretionary AUM$24M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients31

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InSC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

31 clients

11 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in SC

Closest by assets under management. All figures from Form ADV.

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$25M

AZALEA MANAGEMENT COMPANY, LLC

$25M

IQ CAPITAL STRATEGY LLC

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