Capital Wealth, LLC

Brent Thompson is a CFP® professional with 12 years of industry experience. He has worked at Fidelity Investments for 10 years before joining Capital Wealth Advisors, LLC, where he is currently part of a four-advisor team. In addition to his advisory role, he spends significant time involved in fixed insurance sales through CWA Insurance Services, LLC. Capital Wealth serves individual and high-net-worth clients, managing approximately $57.5 million across about 248 client relationships. The firm provides portfolio management primarily through third-party money managers, comprehensive financial planning, and public educational workshops.

Michael Stevens is a financial advisor at Capital Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Capital Wealth Advisors, TownSquare Capital, and Allegis Investment Services. Stevens serves on the board of Junior Achievement of Utah. Capital Wealth serves individual and high-net-worth clients through a four-advisor team managing approximately $57.5 million across 248 client relationships. The firm provides portfolio management by recommending or selecting third-party money managers, comprehensive financial planning, consulting engagements, and public educational workshops.

Chad Austin is a financial advisor at Capital Wealth, LLC in Lehi, UT, with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments and Wells Fargo Bank NA. Outside of advising, he spends a significant portion of his time on fixed insurance sales through CWA Insurance Services, LLC. Capital Wealth serves individual and high-net-worth clients through a four-advisor team managing approximately $57.5 million across 248 client relationships. The firm provides portfolio management by recommending or selecting third-party money managers, comprehensive financial planning, and educational workshops, tailoring advice to client goals and maintaining discretionary authority over manager selection and monitoring.