Capwealth Advisors, LLC
Capwealth Advisors, LLC (CRD# 148781) is a financial advisory firm headquartered in Franklin, TN. They manage $1,209,907,766 in 1,946 accounts and serve the financial needs of clients across 26 states (or territories).
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Total Assets Under Management1,210MILLION
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Total Number of Accounts1,946ACCOUNTS
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Average Account Value$621,741
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
AL, AR, CA, CO, FL, GA, IA, ID, IL, IN, KY, MA, MD, MI, MN, MO, NC, OH, OK, OR, PA, SC, TN, TX, VA, WI
Ryan Hitt (CRD# 2568736) is an Investment Advisor Representative working at Capwealth Advisors, LLC in Franklin, TN and has over 24 years of experience in the finance industry.
Timothy Murphy (CRD# 1549863) is an Investment Advisor Representative working at Capwealth Advisors, LLC in Franklin, TN and has over 37 years of experience in the finance industry. Timothy Murphy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Tracy Olive (CRD# 2074739) is an Investment Advisor Representative working at Capwealth Advisors, LLC in Franklin, TN and has over 28 years of experience in the finance industry.
Jennifer Pagliara (CRD# 5547067) is an Investment Advisor Representative working at Capwealth Advisors, LLC in Franklin, TN and has over 12 years of experience in the finance industry.
Timothy Pagliara (CRD# 733637) is an Investment Advisor Representative working at Capwealth Advisors, LLC in Franklin, TN and has over 42 years of experience in the finance industry.
Phoebe Venable (CRD# 4627185) is an Investment Advisor Representative working at Capwealth Advisors, LLC in Franklin, TN and has over 20 years of experience in the finance industry.
Michael Yarbrough (CRD# 7094049) is an Investment Advisor Representative working at Capwealth Advisors, LLC in Franklin, TN and has 1 year of experience in the finance industry. Michael Yarbrough has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Jason Krueger (CRD# 6496557) is an Investment Advisor Representative working at Capwealth Advisors, LLC in Franklin, TN and has over 2 years of experience in the finance industry.
Drew O'connor (CRD# 5933211) is an Investment Advisor Representative working at Capwealth Advisors, LLC in Franklin, TN and has 1 year of experience in the finance industry.
Grant Stark (CRD# 7252535) is an Investment Advisor Representative working at Capwealth Advisors, LLC in Franklin, TN and has 1 year of experience in the finance industry.