CAPITAL WEALTH STRATEGIES, LLC

CAPITAL WEALTH STRATEGIES, LLC of SANTA BARBARA, CA is an SEC-registered investment adviser (CRD 282818). Regulatory assets under management: $50.0M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 282818
• Type: Registered investment adviser
• Location: 3046 DE LA VINA ST, SANTA BARBARA, CA, 93105
• Phone: (805) 485-2500
• Latest filing: 2026-04-01
• Regulatory AUM: $50.0M
• Discretionary AUM: $50.0M
• Clients: 1
• Accounts: 117

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 282818 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search