Unclaimed Profile

Kevin Glenn Simpson

CAPITAL WEALTH PLANNING, LLC·NAPLES, Florida

Series 7, Series 63, Series 6518 years registeredCAPITAL WEALTH PLANNING, LLC

9015 STRADA STELL CT, NAPLES, FL 34109CRD# 2250499Firm CRD# 150764

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin Glenn Simpson · NAPLES, FL

Registration

CRD #2250499 · CAPITAL WEALTH PLANNING, LLC · 18 years registered

Brand Profile

Not yet started

Career History

CAPITAL WEALTH PLANNING, LLC

Apr 2011 – present

QFA, LLC

Jun 2008 – Aug 2009

NAPLES, FL

KOVACK ADVISORS, INC.

Dec 2007 – Jun 2008

FT. LAUDERDALE, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · December 13, 2007

Years registered · 18

Disclosure History

2011Regulatory·Final

2010Regulatory·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CAPITAL WEALTH PLANNING, LLC

CRD 150764 · SEC 801-70333

AUM

$9.2B

Regulatory assets under management

Employees

10,834 client accounts

Services offered by CAPITAL WEALTH PLANNING, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CAPITAL WEALTH PLANNING, LLC →

Introduction

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Frequently Asked Questions

What services does Kevin Glenn Simpson offer?

Kevin Glenn Simpson specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in NAPLES, Florida for a consultation.

What are Kevin Glenn Simpson's credentials?

Kevin Glenn Simpson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Glenn Simpson located?

Kevin Glenn Simpson is based in NAPLES, Florida, working with CAPITAL WEALTH PLANNING, LLC. Their office serves clients in the NAPLES metropolitan area and surrounding communities.

How does Kevin Glenn Simpson charge for services?

Kevin Glenn Simpson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL WEALTH PLANNING, LLC?

CAPITAL WEALTH PLANNING, LLC has approximately 29 employees and manages $9.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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