Capital Wealth Advisors Secures Seventh Consecutive Placement on Inc. 5000 List of Fastest-Growing Private Companies
NAPLES, Fla. – Capital Wealth Advisors, an independent financial advisory firm, announced that it has achieved the No. 4,261 spot on the Inc. 5000 list. This is the seventh consecutive year in which the Naples-based firm has been included on the prestigious list.
Released annually by Inc. magazine, the Inc. 5000 list is a revered compilation of the fastest-growing private companies across the United States. Capital Wealth Advisors’ consistent and impressive ranking underscores its unyielding commitment and continuous contributions to the success of independent and entrepreneurial businesses.
“We are truly honored to be recognized on the Inc. 5000 list for the seventh consecutive year, which further solidifies our position as a leader in the financial industry,” said Bill Beynon, president and CEO of Capital Wealth Advisors. “This achievement is a testament to the unwavering dedication of the entire Capital Wealth Advisors team and our commitment to delivering financial solutions and services to our clients, including families and entrepreneurs.”
The Inc. 5000 rankings offer data-driven insight into success stories that define the nation’s economy, showcasing the resilience and innovation of companies that operate within its most dynamic segment. Renowned brand names like Facebook, Chobani, Under Armour, Microsoft and Patagonia have all earned their inaugural national recognition as honorees on the list.
Headquartered across strategic locations in Naples, Fla., New Orleans, La., and both Charlotte and Cary, N.C., Capital Wealth Advisors boasts a team of more than 50 professionals. With approximately $2.17 billion in assets under management, the firm empowers its clients with innovative wealth advisory and estate planning services tailored to their unique needs.
The 2023 Inc. 5000 class represents a cohort of companies that have exhibited remarkable revenue growth while successfully navigating a myriad of economic challenges, including inflationary pressure, escalating capital costs, and the persistent complexities of hiring. Among the top 500 companies on this year’s list, the average median three-year revenue growth rate has reached an astonishing 2,238 percent. Notably, the collective efforts of the Inc. 5000 companies have contributed a substantial 1,187,266 jobs to the nation’s economy over the past three years.
“We are thrilled to celebrate our ranking once again on the prestigious Inc. 5000 list,” said Samantha Nalbach, director of marketing at Capital Wealth Advisors. “Our enduring commitment to providing financial guidance and solutions has fueled our growth and sustained our position among the nation’s fastest-growing private companies. We are honored to be part of this remarkable group of industry leaders.”
As a values-driven firm, Capital Wealth Advisors strives to uphold the highest standards of professionalism, integrity, and client-centricity. The company’s success lies in its ability to understand each client’s unique financial goals and craft tailored strategies to help them achieve long-term prosperity.
For additional information about Capital Wealth Advisors and the comprehensive range of financial services the firm offers, contact Samantha Nalbach, director of marketing for Capital Wealth Advisors at (239)434-7434 or [email protected].
More about Inc. and the Inc. 5000
Methodology
Companies on the 2023 Inc. 5000 are ranked according to percentage revenue growth from 2019 to 2022. To qualify, companies must have been founded and generating revenue by March 31, 2019. They must be U.S.-based, privately held, for-profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2022. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2019 is $100,000; the minimum for 2022 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Growth rates used to determine company rankings were calculated to four decimal places.
About Inc.
Inc. Business Media is the leading multimedia brand for entrepreneurs. Through its journalism, Inc. aims to inform, educate, and elevate the profile of our community: the risk-takers, the innovators, and the ultra-driven go-getters who are creating our future. Inc.’s award-winning work reaches more than 50 million people across a variety of channels, including events, print, digital, video, podcasts, newsletters, and social media. Its proprietary Inc. 5000 list, produced every year since 1982, analyzes company data to rank the fastest-growing privately held businesses in the United States. The recognition that comes with inclusion on this and other prestigious Inc. lists, such as Female Founders and Power Partners, gives the founders of top businesses the opportunity to engage with an exclusive community of their peers, and credibility that helps them drive sales and recruit talent. For more information, visit www.inc.com.
About Capital Wealth Advisors
Capital Wealth Advisors (CWA) is an independent financial advisory firm serving families and entrepreneurs through wealth advisory and estate planning. As of December 31, 2022, CWA had approximately $2.17 billion in assets under management and clients in more than 40 states.
Disclaimer
CWA Asset Management Group, LLC (“CWA”) is a SEC-registered investment advisor, doing business as Capital Wealth Advisors (FL, LA & NC) and blueharbor wealth advisors. Registration does not imply any level of skill or training. CWA’s ADV2A and Form CRS can be accessed at https://adviserinfo.sec.gov/. Information presented is for educational purposes only and does not intend to make an offer of solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Nothing herein should be interpreted as investment advice.