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Josh Smith

Chief Investment Officer

Capital Wealth Planning LLC

United States, Florida, Naples

About Me

Josh brings 20 years of portfolio management, trading, and derivatives experience to Capital Wealth Planning, LLC. Josh joined CWP in 2011. He is the Chief Investment Officer (CIO), who is responsible for the oversight and management of the firm’s investment strategies. Prior to joining CWP, Josh spent 6 years with First Financial Capital Advisors, the internal asset management arm of First Financial Bank. While at First Financial Capital Advisors, Josh oversaw roughly $500 million in assets as the lead portfolio manager for the International Global Focused SMA and the Pure Equity SMA, both strategies employed covered call programs to enhance yield and cover fees. Josh also served as co-p

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Profile Information

Chief Investment Officer

Capital Wealth Planning LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Naples

Florida

United States

Aug 5, 2025

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