Family Office · Naples, FL, United States
Capital Wealth Planning, LLC is a Naples, Florida-based investment advisory firm specializing in income-focused strategies, including covered call portfolios and dividend growth investing. Founded in 2005, the firm serves institutional investors, financial advisors, and high-net-worth individuals, offering customized portfolio management and overlay solutions. Capital Wealth Planning is recognized for its expertise in options strategies and has been noted for its growth and innovation in the asset management industry.
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Capital Wealth Planning, LLC deploys privately-held capital. Cycles are short, decisions concentrated, and structures flexible (equity, convertible, revenue-share). Less brand premium, more underwriting on substance. VC Boom tracks Capital Wealth Planning, LLC alongside 47,000+ other active investors, ranked weekly by recent-deal momentum, sector concentration, and partner activity.
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