Kevin Glenn Simpson
Investment adviser representative at Capital Wealth Planning, LLC
21 yearsExperience
2 statesRegistered in
$17.2BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
21 years in the industry.
- Capital Wealth Planning, LLCJun 2005 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Capital Wealth Planning, LLC
$17.2BAssets managed
12,580Clients
11Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2250499
- Firm CRD
- 150764