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CAPWEALTH ADVISORS, LLC
CRD 148781 · SEC 801-69908
4031 ASPEN GROVE DRIVE, SUITE 600, FRANKLIN, TN, 37067, United States
Phone
615-778-0740
Fax
615-778-0750
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.03B
Discretionary AUM
$2.00B
Team
19 total employees; 11 advisory reps; 1429 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; ADMINISTRATIVE FEES
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)FINANCIAL CONSULTING RELATED TO ALTERNATIVE INVESTMENTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1041 | $229.3M |
| High net worth individuals | 366 | $1.77B |
| Charitable organizations | 22 | $32.7M |
States served
AL, AZ, AR, CA, CO, GA, ID, IL, IN, IA, KY, MD, MA, MI, MN, MS, NY, NC, OH, OK, OR, PA, SC, TN, VA, WI, MO, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD