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Company Profiles: Revenue, Growth, Competition

Capital Wealth Advisors Revenue, Growth & Competitor Profile

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Company Profile & Annual Report for Capital Wealth Advisors

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Capital Wealth Advisors Fast Facts

Revenue$10 - $100 million    See Exact Annual Revenue
Employees10 - 100Exact Company Size
Primary Industry523 Securities, Commodity Contracts & Other Financial Investments
Additional NAICS Codes52392 Portfolio Management
Address9130 Galleria Ct 3rd Floor
Naples, FL 34109

Note: Revenues for privately held companies are statistical evaluations.


Capital Wealth Advisors's Annual Report & Profile shows critical firmographic facts:
  • What is the company's size? (Annual sales and employees)
  • What industry is the company in?
    • Capital Wealth Advisors is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Capital Wealth Advisors Annual Revenue and Growth Rate

Capital Wealth Advisors Revenue Est.
($ Million)
Growth Rate (%)# Employees
2025 $10 - $100 million

Details in Premium Report
2024
2023
2021
2020
2019


1-Year Growth Rate:
3-Year Growth Rate (CAGR):
Premium Report

Note: Capital Wealth Advisors's revenues are gauged from an analysis of company filings.



Capital Wealth Advisors's Income Statement (based on Industry Averages)

Capital Wealth Advisors P&L$ Millions
Revenue (Sales) Capital Wealth Advisors Premium Report
Cost of Goods Sold
Gross Profit

Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit
 


Trademark Applications

Trademark applications show the products and services that Capital Wealth Advisors is developing and marketing. Capital Wealth Advisors doesn't have any recent trademark applications, indicating Capital Wealth Advisors is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark Date
CAPITAL WEALTH ADVISORS
Financial advisory and consultancy services; Financial advisory and consultancy services, namely, investment advice and consultation, wealth management and estate and retirement planning and family business financial consulting; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial consultancy and insurance consultancy; Providing information and advice in the field of finance, financial investments, financial valuations, and the financial aspects of retirement
04/09/2018
TRENDS & TAIL RISKS
On-line journals, namely, blogs featuring information and advice on investment, financial and wealth management, estate and retirement planning, information and advice on stocks, bonds, options, commodities, futures and other securities, and the investment of funds; Providing on-line non-downloadable articles in the field of information and advice on investment, financial and wealth management, estate and retirement planning, information and advice on stocks, bonds, options, commodities, futures and other securities, and the investment of funds
02/09/2018

See all trademarks and details in the Full Report.


Market Share of Capital Wealth Advisors's Largest Competitors

A competitive analysis shows these companies are in the same general field as Capital Wealth Advisors, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company HeadquartersRevenue ($ MM)
CITIGROUPStamford, CT100 
FEDERAL HOME LOAN MORTGAGEMc Lean, VA78 
ADVISORTRUSTSioux Falls, SD63 
STONEX GROUPNew York, NY59 
FIDELITY WORKPLACE SERVICESBoston, MA37 
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEFNew York, NY36 
RITE-VALUE PHARMACYLouisa, KY28 
GOLDMAN SACHS ASSET MANAGEMENTNew York, NY26 
TMHChattanooga, TN16 




Nearby Competitors

These companies are similar in business line and location to Capital Wealth Advisors. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company HeadquartersRevenue ($ MM)
CAPITAL WEALTH ADVISORSNaples, FL100 
WASMER SCHROEDERNaples, FL86 
TERRACAP MANAGEMENTNaples, FL83 
CAPITAL Z SERVICESNaples, FL74 
PENTWATER CAPITAL MANAGEMENTNaples, FL57 
BRAMSHILL INVESTMENTSNaples, FL54 


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Future Competition: Capital Wealth Advisors's Fastest Growing Competitors

These companies are in the same general field as Capital Wealth Advisors and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

CompanyRevenue ($ MM)
Capital Wealth Advisors Competitors