48
Growth Score
pts
Heat Score
-8 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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1411942
Capital Wealth Advisor is a financial advisory firm that offers wealth advisory, estate planning to families and entrepreneurs.
- Blaine Ferguson: Co-founder, Partner & Chief Operating Officer
- Kyle Cerminara: Co-Chief Investment Officer
About the Company
Capital Wealth Advisor is a financial advisory firm that offers wealth advisory, estate planning to families and entrepreneurs. Its clients have access to our team of highly-skilled professionals that provide a multi-disciplinary, yet highly-focused approach to wealth creation and preservation.
Based in Southwest Florida, with offices in
Charlotte, North Carolina, Mooresville, North Carolina, and Omaha, Nebraska, Capital Wealth Advisors is dedicated to providing innovative solutions while maintaining the highest standards of integrity.
