{
  "slug": "capital-wealth-planning-llc",
  "name": "Capital Wealth Planning, Llc",
  "description": "Capital Wealth Planning is a fee-based, SEC Registered Investment Advisory firm specializing in managing discretionary strategies for investors and advisors through separately managed accounts and sub-advised ETFs.",
  "url": "https://optimly.ai/brand/capital-wealth-planning-llc",
  "websiteUrl": "https://capitalwealthplanning.com/",
  "logoUrl": "https://logo.clearbit.com/capitalwealthplanning.com",
  "baiScore": 57.5,
  "bai_tier_status": "active",
  "bai_score_status": "active",
  "archetype": null,
  "archetype_status": "active",
  "category": "Investment Management Firms",
  "categorySlug": null,
  "keyFacts": [],
  "aiReadiness": [],
  "competitors": [],
  "competitorsProse": null,
  "inboundCompetitors": [],
  "aiAlternatives": [],
  "parentBrand": null,
  "subBrands": [],
  "updatedAt": "2026-09-06T09:47:19.349Z",
  "verifiedVitals": {
    "website": "https://capitalwealthplanning.com",
    "category": "Investment Advisory Firm",
    "what_it_does": "Capital Wealth Planning, Llc is a fee-based, SEC Registered Investment Advisory firm specializing in managing discretionary strategies. They offer separately managed account solutions and sub-advise several ETFs.",
    "primary_audience": "Investors and advisors seeking institutional wealth management platforms and separately managed account solutions.",
    "core_product": "Managed Account Strategies, including the Enhanced Dividend Income Portfolio (EDIP), Growth & Income Portfolio (GRIP), Tactical Transition Strategy, Catholic Values Enhanced Dividend Income Portfolio, and Hedged ETF Portfolio. They also sub-advise several ETFs.",
    "pricing_model": {
      "kind": "custom",
      "detail": "fee-based"
    }
  },
  "intentTags": null,
  "businessProfileClaims": [],
  "timestamp": 1789948826293
}