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About
Blaine Ferguson is the Co-Founder, Managing Partner, and Chief Operating Officer of Capital Wealth Advisors in Naples, Florida. In this role, he oversees the firm's vision and daily operations, leads the wealth advisory team, and is responsible for delivering tailored investment management, financial planning, estate planning, and risk management solutions for ultra-high-net-worth families and large private clients. His leadership supports a cross-disciplinary focus that integrates asset management, long-term wealth preservation, and multi-generational financial planning.
Ferguson specializes in client-centered wealth management across public and private markets, including equities, fixed income, alternative investments, and estate planning strategies. Under his guidance, Capital Wealth Advisors has achieved significant milestones, such as surpassing $2 billion in assets under management and receiving multiple industry recognitions for growth and client service excellence.
His earlier experience includes working as a Financial Advisor with Smith Barney and serving as a Commissioned Officer and helicopter pilot in the U.S. Marine Corps, where he attained the rank of Major and was awarded four Air Medals for distinguished service. Ferguson holds an MBA in Finance from Boston University and a Bachelor of Science in Biology from West Virginia University, providing a solid foundation for his expertise in complex financial and estate strategies for wealthy families and business owners.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Capital Wealth Advisors, Inc. | Partner | Nov 2004 to Present | — |
| Naples Investment Partners | Partner | Jun 2004 to Present | — |
| Marine Corps Recruiting | Captain, Usmc | May 1995 to Apr 2004 | — |
Education
Boston University
Master of Business Administration, Finance
West Virginia University
Bachelor of Science, Biology
Others at Cwa Asset Management Group, LLC (6)
| Name | Role | Location |
|---|---|---|
B Brian Cook | Partner | Nashville, TN , United States |
| Chief Investment Officer and Managing Partner | Naples, FL , United States | |
M Matt Hickey | Partner | Omaha, NE , United States |
| Partner | Charlotte, NC , United States | |
| Associate Trader | Fort Myers, FL , United States | |
| Associate Trader | Fort Myers, FL , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Portfolio Manager | Moran Wealth Management, LLC | Naples, FL , United States | |
| Investment Analyst | Moran Wealth Management, LLC | Naples, FL , United States | |
E Eric Weissman | VP | Private Capital Management, LLC | Miami Beach, FL , United States |
| Managing Principal | Private Capital Management, LLC | Denver, CO , United States |