Fee-only adviser · Columbia, SC
Capital Wealth Group LLC
Capital Wealth Group LLC is a fee-only investment adviser registered with the securities regulator of South Carolina, with its main office in Columbia, South Carolina. On its latest Form ADV, filed February 10, 2026, it reports $24M in regulatory assets under management, 31 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: South Carolina |
|---|---|
| Firm CRD number | 324003 |
| Office | 3103 Devine ST. Columbia, SC 29205 |
| Phone | (803) 250-6464 |
| Website | www.capitalwealthplan.com |
| Regulatory assets under management | $24M |
| Individual clients | 20 non-high-net-worth, 11 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 10, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Columbia
- Anchor Investment Management $1.5B
- Abacus Planning Group, Inc. $2.2B
- Beers Kight Financial Advisors, LLC $179M
- A. J. Brooker Financial Associates $28M
- William B. Walkup & Associates, Inc. $178M
- Bailey & Associates Investment MGT. and Financial Planning LLC $32M
See all 14 fee-only advisers in Columbia →
Nearby
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