CAPWEALTH ADVISORS, LLC

4031 Aspen Grove Drive
Suite 600
Franklin, Tennessee 37067
Tel: 615-778-0740

About CAPWEALTH ADVISORS, LLC

CAPWEALTH ADVISORS, LLC, formally registered with the SEC as CAPWEALTH ADVISORS, LLC. The firm was established in 01/29/2009. They have over 1 offices throughout the country.

CAPWEALTH ADVISORS, LLC is a Franklin, Tennessee based Financial Planning firm with nearly $1,350,928,526 assets under management, offering retirement planning & investment advisory services to 1992 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	148781
SEC#	801-69908
Assets Managed by Firm	$1,350,928,526
No. of Clients	1992
No. of Advisors	20

Fee Structure

A percentage of AUM
Other (ADMINISTRATIVE FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Other (FINANCIAL CONSULTING RELATED TO ALTERNATIVE INVESTMENTS)

Firm Client Information

	No. of Clients	AUM
Firm Total	1992	$1,350,928,526
Individuals (other than high net worth individuals)	524	$208,948,052
High net worth individuals	297	$1,122,474,504
Charitable organizations	13	$19,505,970

More Retirement Planning firms in Franklin, Tennessee:

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ALLIANCEBERNSTEIN L.P. 501 Commerce Street Nashville, TN, 37203	$651,482,000,000	62140	4565
NEPHILA ADVISORS LLC 3811 Bedford Avenue, Suite 101 Nashville, TN, 37215	$14,371,072,726	37	37
ARCLINE INVESTMENT MANAGEMENT LP 3803 Bedford Avenue, Suite No. 106 Nashville, TN, 37215-2564	$13,961,190,744	9	48
FIRST HORIZON ADVISORS, INC 4990 Poplar Avenue, 3rd Floor Memphis, TN, 38117	$12,356,541,464	8945	236
GERBER/TAYLOR MANAGEMENT LLC 40 South Main Street, Suite 1900 Memphis, TN, 38103	$10,409,129,905	208	42

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