Filings through .
Capital Wealth Management
Matched across 18 name variants in the filings
Capital Wealth Management summary
Capital Wealth Management appears on 16 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $1.2B in assets for 11,028 participants. The median client plan holds $18.1M. Most client plans are sponsored in RI, TN and WA. The largest clients by plan assets are Baker Donelson Bearman Caldwell & Berkowitz P.C., The Finway Group and Rise Group, Inc.. Plans reported $600K in direct and indirect compensation paid to Capital Wealth Management. The median is $33K per plan.
- Participants
- 11,028
- Median plan assets
- $18.1M
- Median plan participants
- 326
- Median fees per plan
- $33K
- Schedule C direct + indirect
Top 16 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Baker Donelson Bearman Caldwell & Berkowitz P.C. | TN | $722M | 1,845 |
| The Finway Group | IA | $111M | 3,010 |
| Rise Group, Inc. | RI | $71.5M | 840 |
| Thielsch Engineering, Inc. | RI | $65.2M | 824 |
| G S Long Co Inc | WA | $40.2M | 192 |
| Pet Food Experts, Inc. | RI | $32.4M | 1,286 |
| Medical Associates of Rhode Island, Inc. | RI | $27.7M | 166 |
| Plan International USA, Inc. | RI | $22.5M | 184 |
| Thrive Behavioral Health Inc. | RI | $13.7M | 439 |
| Orchard and Vineyard Supply, LLC | WA | $13.6M | 385 |
| 360 Patriot Enterprises, LLC | VA | $13.2M | 836 |
| Rodefer Moss & Co, PLLC | TN | $11.2M | 103 |
| Ahead, LLC | MA | $9.9M | 267 |
| VCT Holdings, LLC | NJ | $9.5M | 170 |
| Beltone New England | RI | $7.5M | 226 |
| Marinosci Law Group, PC | RI | $7.2M | 255 |
- TNParticipants 1,845
- The Finway Group$111MIAParticipants 3,010
- Rise Group, Inc.$71.5MRIParticipants 840
- RIParticipants 824
- G S Long Co Inc$40.2MWAParticipants 192
- Pet Food Experts, Inc.$32.4MRIParticipants 1,286
- RIParticipants 166
- RIParticipants 184
- RIParticipants 439
- WAParticipants 385
- VAParticipants 836
- Rodefer Moss & Co, PLLC$11.2MTNParticipants 103
- Ahead, LLC$9.9MMAParticipants 267
- VCT Holdings, LLC$9.5MNJParticipants 170
- Beltone New England$7.5MRIParticipants 226
- RIParticipants 255
Top client states
- RI8 plans
- TN2 plans
- WA2 plans
- IA1 plan
- MA1 plan
Frequently asked questions
- Who uses Capital Wealth Management?
- 16 retirement plans list Capital Wealth Management as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Baker Donelson Bearman Caldwell & Berkowitz P.C., The Finway Group, Rise Group, Inc., Thielsch Engineering, Inc. and G S Long Co Inc. Most client plans are sponsored in RI, TN and WA.
- How many plans does Capital Wealth Management serve?
- Capital Wealth Management serves 16 retirement plans with $1.2B in plan assets and 11,028 participants, based on the latest Form 5500 filings through 2024.
- What does Capital Wealth Management charge?
- Plans reported $600K in total Schedule C compensation paid to Capital Wealth Management. The median plan paid $33K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Capital Wealth Management as recordkeeper and list their funds in their filing.
Top managers in these lineups
Target-date series
| Series | Plans |
|---|---|
| Vanguard Target Retirement | 1 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.