# CAPITAL WEALTH PLANNING, LLC

CAPITAL WEALTH PLANNING, LLC of NAPLES, FL is an SEC-registered investment adviser.

## Registration

- CRD: 150764
- Type: SEC-registered investment adviser
- SEC file number: 801-70333
- Location: 9015 STRADA STELL CT, NAPLES, FL, 34109
- Phone: 239-593-2100
- Latest filing: 2026-03-20
- Regulatory AUM: $17.2B
- Discretionary AUM: $17.2B
- Clients: 30
- Accounts: 14,502

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles, Other

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Louis Karl Albenga | CHIEF COMPLIANCE OFFICER | — |
| Kevin Glenn Simpson | PRESIDENT, MEMBER; PRESIDENT, MEMBER, MANAGER | — |
| Joanna M Irons | MEMBER | — |
| Ryan Jeffrey Carney | CHIEF COMPLIANCE OFFICER; INTERIM CHIEF COMPLIANCE OFFICER | — |
| CARNEY JEFFREY ALAN | CHIEF COMPLIANCE OFFICER | — |
| SIMPSON KEVIN GLENN | PRESIDENT AND CHIEF COMPLIANCE OFFICER; PRESIDENT, MEMBER; PRESIDENT, MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| IRONS JOANNA M | MEMBER | — |
| BRUNEAU BRIAN JOSEPH | CHIEF COMPLIANCE OFFICER | — |
| ALBENGA LOUIS KARL | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/150764/brochure
- Similar advisers: https://search.stillhousedata.com/firm/150764/similar
- Related entities: https://search.stillhousedata.com/firm/150764/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/150764

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.