Wealth Manager
    SEC Registered
    Manages Private Funds

    Capwealth Advisors, LLC

    Registered investment advisor · Franklin, Tennessee · CRD #148781

    Assets Under Management
    $2B
    Client Accounts
    2,798
    Employees
    19
    CRD Number
    148781
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Capwealth Advisors, LLC

    CapWealth Advisors, LLC is a fee-based investment advisory firm based in Franklin, Tennessee, offering wealth management services. Established in 2009, it is registered with the U.S. Securities and Exchange Commission.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Capwealth Advisors, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Capwealth Advisors, LLC's AUM?

    Capwealth Advisors, LLC reports approximately $2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Capwealth Advisors, LLC headquartered?

    Capwealth Advisors, LLC is headquartered in Franklin, Tennessee.

    What is Capwealth Advisors, LLC's CRD number?

    Capwealth Advisors, LLC's CRD number is 148781. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Capwealth Advisors, LLC manage?

    Capwealth Advisors, LLC manages approximately 2,798 client accounts according to its latest SEC filing.

    Is Capwealth Advisors, LLC SEC registered?

    Yes, Capwealth Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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