Capital Wealth Advisors (operating through SEC-registered fiduciary CWA Asset Management Group, LLC, CRD #158940, SEC File #801-79715) is a premier independent wealth management, estate planning, and retirement advisory firm headquartered on Galleria Court in North Naples, Florida. Co-founded and led by President and Chief Executive Officer William N. "Bill" Beynon (CRD #2849087) alongside an integrated team of CFP®, CFA®, CPA, and JD wealth professionals, the firm serves retired executives, business owners, and affluent families throughout North Naples, Tiburón, Pelican Marsh, and Collier County with institutional portfolio management, Florida residency tax transitions, RMD and Roth conversion modeling, and multi-generational estate tax preservation.
Official Verification Sources: SEC Investment Adviser Public Disclosure (CWA Asset Management Group, LLC); SEC IAPD Individual Profile (William N. Beynon); Capital Wealth Advisors Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-79715 (CWA Asset Management Group, LLC dba Capital Wealth Advisors); independent fiduciary Registered Investment Adviser headquartered at 9130 Galleria Court, 3rd Floor, Naples, FL 34109.
Issuer: SEC / FINRA
Notes: Co-founded and led by President, CEO & Managing Partner William Nick ('Bill') Beynon (CRD #2849087), supported by an in-house team of CFP®, CFA®, CPA, and JD specialists.
Factual details and direct answers about Capital Wealth Advisors's services, licensing, and credentials.
What is the SEC registration of Capital Wealth Advisors in Naples?
Capital Wealth Advisors provides fiduciary advisory services through CWA Asset Management Group, LLC, an active SEC-registered Investment Adviser under CRD #158940 and SEC File #801-79715 headquartered in North Naples.
How does Capital Wealth Advisors coordinate retirement income and estate tax planning for Naples families?
Led by Co-Founder and CEO Bill Beynon (CRD #2849087) alongside in-house CFP®, CFA®, CPA, and JD specialists, the firm integrates portfolio management with Florida domicile tax transitions, RMD and Roth conversion strategies, dynasty trust design, and charitable legacy planning.
Where is Capital Wealth Advisors located in Collier County?
The firm's headquarters is located in North Naples near Vanderbilt Beach Road and Airport-Pulling Road at 9130 Galleria Court, Third Floor, Naples, Florida 34109.
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