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Capwealth Advisors, LLC

● SEC registered since 2009CRD 148781SEC# 801-69908Franklin, TN
Export (members)
Reg. AUM
$1.89B
Employees
16
Accounts
2,495
Location
Franklin, TN

Capwealth Advisors, LLC assets under management

Capwealth Advisors, LLC is an investment advisory firm registered with the SEC based in Franklin, TN. The firm has been registered since 2009. It reports $1.9 billion in regulatory assets under management and employs 16 people.
twitter.com/capwealthmgtView on SEC.gov ↗

Capwealth Advisors, LLC owners & executives

5 reported
NameTitleOwnershipSince
Capwealth Group, LLC ControlPartnershipOver 75%2014
Phoebe Jones Venable ControlPresident, Chief Executive OfficerUnder 5%2013
Ryan Joseph HittCcoUnder 5%2020
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Frequently asked questions

How much does Capwealth Advisors, LLC manage?

Capwealth Advisors, LLC reports $1.9 billion in regulatory assets under management on its Form ADV.

How many employees does Capwealth Advisors, LLC have?

Capwealth Advisors, LLC reports 16 employees.

Where is Capwealth Advisors, LLC located?

Capwealth Advisors, LLC is based in Franklin, TN and has been SEC-registered since 2009.

Does Capwealth Advisors, LLC disclose fund performance?

Capwealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4031 Aspen Grove Drive, Suite 600, Franklin, TN 37067
Phone615-778-0740
Fax615-778-0750
Office hours8:00a.m. - 4:30p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1531809
Discloses disciplinary historyNo

Assets under management

Discretionary$1.86B
Non-discretionary$31.5M
Total (RAUM)$1.89B