Capital Wealth Advisors

We are pleased to announce that Capital Wealth Advisors has been named to the 2026 Inc. 5000 list of America’s fastest-growing private companies. This recognition is a testament to the dedication of our entire team, and we are honored to be included among businesses across the country that continue to grow and innovate. View our listing here: https://hubs.li/Q04vy96Q0

This award was open to all privately held, for-profit independent companies based in the U.S. and was based on revenue metrics over a stipulated period of time. The 2026 award was issued on August 14, 2026, by Inc. Magazine (“Inc”) based on data from March 31, 2022, through March 31, 2025. CWA paid an application fee to be considered for eligibility.

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Capital Wealth Advisors is a 2026 Inc. 5000 honoree Capital Wealth Advisors: An independent financial advisory firm serving high-net-worth families and entrepreneurs through wealth advisory and estate planning.

As our summer internship program comes to a close, we’re celebrating the students who spent the season learning, contributing, and bringing new energy to Capital Wealth Advisors. Thank you to our 2026 Summer Interns for sharing your talents and perspectives with us. We’re excited to see where your next chapters take you!

𝗖𝗼𝗻𝗻𝗲𝗰𝘁 𝘄𝗶𝘁𝗵 𝘁𝗵𝗲𝗺 𝗵𝗲𝗿𝗲:
Alexander Forrester, Alexander Pelski, Anthony Cross, Caesar Lara, Charlie Bublitz, Charlie Costa Costa, Hayden Wise, Jack Schavy, Jaron Wasserman, Jonathan English, Joseph Tornincaso Jr., Kieran Kennedy, Lucas Mayotte, Luke Landis, Luke Sistrunk, Michael Crawford, Wade Smith, Zachary David

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Please join us in welcoming Patrick Wuschke to the CWA family as an Associate Trader.

Patrick recently graduated from Florida Gulf Coast University. During his time at FGCU, he studied business management and participated in Greek life organizations and local volunteer initiatives.

In his new role at our Naples office, Patrick will support CWA’s Trading department and continue developing his knowledge of trading and investment operations.

Read more about her here: https://hubs.li/Q04tmWMS0

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Follows or likes on CWA social media accounts should not be construed as an endorsement of any CWA employee or by Capital Wealth Advisors.

We are thrilled to announce that Capital Wealth Advisors has been named one of America's Top RIAs of 2026 by Financial Advisor Magazine. Check out the full list here: https://hubs.li/Q04sZvbF0

This recognition was open to all registered investment adviser applicants and was based on assets under management as of year-end 2025. No compensation was exchanged for this recognition, and CWA is unaffiliated with this organization. Source: https://hubs.li/Q04sZvRV0 (The 2026 award was issued on July 10, 2026, by Financial Advisor Magazine, based on data as of December 31, 2025 July 10 2026) data compiled by Financial Advisor magazine as of 12/31/25.

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2026 RIA Survey & Ranking: The Stars Are Aligned Financial Advisor's 2026 RIA survey shows how both private equity and AI are transforming the industry.

Congratulations to Bill Beynon for his ongoing support of our local community.

What is the one investing fundamental that never goes out of style?

In his latest piece, Lewis Johnson, Chief Investment Officer, draws a lesson from a young Jeff Bezos, focusing on the principle he believes endures across market cycles, and explains why thoughtful diversification matters most when valuations are near historic highs.

The Things That Endure. Read Here: https://hubs.li/Q04r2TR30

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Help us to extend a warm welcome to Nick Franks, our newest addition to the CWA Family!

Nick has joined our Naples office as an Investment Analyst on Daniel London's team. In this role, he will support the firm’s investment research and strategy initiatives, assist with maintaining financial models, and evaluate market opportunities.

We are pleased to welcome Nick to CWA and look forward to his contributions to the team.

Read More about him here: https://hubs.li/Q04qQlDz0

Follows, or likes on CWA social media accounts should not be construed as an endorsement of any CWA employee or by the firm CWA.

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We are pleased to share that William McClure, Senior Analyst at Capital Wealth Advisors, has passed the CFA Level II exam.

Please join us in congratulating William on this accomplishment.

For further information on the CFA designation, please visit: https://hubs.li/Q04pP-Hs0

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Wishing you a happy and safe Fourth of July!

As we celebrate Independence Day, we are thankful for the opportunity to serve our communities and recognize those who have contributed to preserving the freedoms we enjoy today. We hope your holiday is filled with time spent with family, friends, and loved ones.

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Have you ever watched someone else make money and felt the pull to follow — even when your gut said not to?

Even the most accomplished investors in the world have felt that pressure. CWA's Lewis Johnson shares the story of Stan Druckenmiller, who abandoned his discipline near the peak of the dot-com bubble in 2000 — and lost billions.

His honest reflection holds one of the most important lessons in investing.

What Stan Druckenmiller Teaches Us About Investment Discipline
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Follows, or likes on CWA social media accounts, should not be construed as an endorsement of any CWA employee or by the firm CWA.