Verified 10 Nov 2026
CWA Asset Management Group
CWA Asset Management Group, LLC is the Naples, Florida firm behind Capital Wealth Advisors, offering wealth advisory, financial and estate planning, and asset protection, with other offices in North Carolina and Pennsylvania. A 2021 proxy filing called it a multi-family office and wealth advisor linked to Fundamental Global Investors. Its latest 13F report, filed in October 2026, listed $3.4 billion of holdings.
- Type
- Multi-family office
- Location
- Naples, Florida, United States
- Sectors
- Public equities, Fixed income
- Fund size / AUM
- $3.4B 13F holdings (Q3 2026)
- Latest fund or filing
- 19 Oct 2026
Contacts on file
For CWA Asset Management Group, the paid file holds: 1 named decision-maker with roles; firm contact email; LinkedIn page.
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Sources
- www.sec.gov/Archives/edgar/data/1818502/000119312521195776/d135342ddefm14a.htm
- www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1667134
- www.capitalwealthadvisors.com/
- www.sec.gov/Archives/edgar/data/1667134/000166713426000006/
- www.capitalwealthadvisors.com/what-we-do/
- www.capitalwealthadvisors.com/our-history/
Last checked 10 Nov 2026. Is something wrong? Tell us.