CAPITAL CONSULTING GROUP, LLC
Legal name: CAPITAL WEALTH ADVISORS
CRD #141079 SEC #801-67934 NAPLES, FL 239-434-7434
SEC Registered
Total AUM
$54.8M
Discretionary
$20.1M
Employees
6
Clients
--
Accounts
93
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2012 | $54.8M | $20.1M | $34.6M | 6 | 26 |
| Jun 2012 | $54.8M | $20.1M | $34.6M | 6 | 26 |
| Jun 2012 | $54.8M | $20.1M | $34.6M | 6 | 26 |
| Mar 2012 | $54.8M | $20.1M | $34.6M | 6 | 26 |
| Apr 2011 | $54M | $53.7M | $316.5K | 10 | -- |
| Feb 2011 | $39M | $38.7M | $296.5K | 10 | -- |
| Oct 2009 | $50M | $134K | $49.9M | 5 | -- |
| Oct 2009 | $50M | $134K | $49.9M | 5 | -- |
| Apr 2009 | $50M | $134K | $49.9M | 5 | -- |
| Mar 2009 | $50M | $93K | $49.9M | 5 | -- |
| May 2007 | $120M | $0 | $120M | 5 | -- |
DateAug 2012
Total AUM$54.8M
Discretionary$20.1M
Non-Disc.$34.6M
Employees6
Clients26
DateJun 2012
Total AUM$54.8M
Discretionary$20.1M
Non-Disc.$34.6M
Employees6
Clients26
DateJun 2012
Total AUM$54.8M
Discretionary$20.1M
Non-Disc.$34.6M
Employees6
Clients26
DateMar 2012
Total AUM$54.8M
Discretionary$20.1M
Non-Disc.$34.6M
Employees6
Clients26
DateApr 2011
Total AUM$54M
Discretionary$53.7M
Non-Disc.$316.5K
Employees10
Clients--
DateFeb 2011
Total AUM$39M
Discretionary$38.7M
Non-Disc.$296.5K
Employees10
Clients--
DateOct 2009
Total AUM$50M
Discretionary$134K
Non-Disc.$49.9M
Employees5
Clients--
DateOct 2009
Total AUM$50M
Discretionary$134K
Non-Disc.$49.9M
Employees5
Clients--
DateApr 2009
Total AUM$50M
Discretionary$134K
Non-Disc.$49.9M
Employees5
Clients--
DateMar 2009
Total AUM$50M
Discretionary$93K
Non-Disc.$49.9M
Employees5
Clients--
DateMay 2007
Total AUM$120M
Discretionary$0
Non-Disc.$120M
Employees5
Clients--