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CAPWEALTH ADVISORS, LLC

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

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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 $1,209,907,766 assets under management, offering retirement planning & investment advisory services to 1946 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#148781
SEC# 801-69908
Assets Managed by Firm $1,209,907,766
No. of Clients 1946
No. of Advisors 18

Fee Structure

  • A Percentage of AUM
  • Other(ADMINISTRATIVE FEES)

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals

Firm Client Information

No. of ClientsAUM
Firm Total1946$1,209,907,766
Individuals (other than high net worth individuals)578$214,469,864
High net worth individuals263$977,429,188
Charitable organizations11$18,008,714
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ARCLINE INVESTMENT MANAGEMENT LP
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