Joshua Lee Smith
Investment adviser representative at Capital Wealth Planning, LLC
9 yearsExperience
1 stateRegistered in
CFADesignation
$17.2BFirm assets
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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
9 years in the industry.
- Capital Wealth Planning, LLCMar 2011 to now
- Capitalrock Financial, LLCJan 2017 to Oct 2020
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 5133821
- Firm CRD
- 150764