Jill Lake is a control person of Capital Wealth Advisors and directly owns between 50% and 75% of it.
Capital Wealth Advisors is an investment adviser based in West Bend, WI, registered with the SEC since 2014. It provides investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $126 million, as filed on 25 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 5852808
- Firm
- Capital Wealth Advisors · CRD 155263
- Role
- Treasurer
- In role since
- December 2001 · 24 years
- Control person
- Yes
- Direct ownership
- 50% to 75%
- Firm headquarters
- West Bend, WI
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Jill Lake work?
Jill Lake has been Treasurer of Capital Wealth Advisors, LTD. since December 2001, and is a control person of the firm.
How can I verify Jill Lake’s record?
Jill Lake’s role is listed on Capital Wealth Advisors, LTD.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 155263.