Francis William Sedgwick
Investment adviser representative at Capital Wealth Planning, LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Capital Wealth Planning, LLCApr 2026 to now
- Sei InvestmentsApr 2023 to Mar 2026
- Magis Capital Partners LLCJul 2022 to Apr 2023
- Lockwood Advisors IncMay 2015 to Jun 2022
- Pershing LLCMay 2015 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 6164164
- Firm CRD
- 150764