Kevin Glenn Simpson

Capital Wealth Planning, LLC

31 Years of Experience

2 Disclosures

View SEC Summary

Areas of Practice

Investment Management

Capital Wealth Planning, LLC

Compensation

Fee-Only (AUM)

Firm Size

9 advisors

Number of Clients

11,690 clients

Average Client Portfolio

$977K average

Assets Under Management

$11.4B

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

Location

9015 Strada Stell Ct, Suite 203, Naples, FL, 34109

Get directions

History

Regulatory History (2)

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Regulatory

July 2011

Final

Regulatory

September 2010

Final

View Full SEC Report How to Read Disclosures

Other Business Activities

Kevin is a member of several real estate LLCs, including JK Leasing, OCNJ, Big Timbers Lodge, QCV, and Gulf Shore Boulevard. Kevin also hosts and authors an investment-related podcast called "Covered Calls with Kevin Simpson," dedicating about 10-20% of his time to it.