4031 Aspen Grove Drive
Suite 600
Franklin, Tennessee 37067
Tel: 615-778-0740
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 $1,209,907,766 assets under management, offering retirement planning & investment advisory services to 1946 clients. The firm is staffed with 18 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 148781 |
SEC# | 801-69908 |
Assets Managed by Firm | $1,209,907,766 |
No. of Clients | 1946 |
No. of Advisors | 18 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1946 | $1,209,907,766 |
Individuals (other than high net worth individuals) | 578 | $214,469,864 |
High net worth individuals | 263 | $977,429,188 |
Charitable organizations | 11 | $18,008,714 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$582,388,000,000 | 58634 | 4134 | |
$18,829,944,477 | 44 | 39 | |
$11,300,952,063 | 9360 | 224 | |
$10,041,415,942 | 9 | 46 | |
$9,208,094,171 | 220 | 41 |
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