Capwealth Advisors, LLC

Capwealth Advisors, LLC (CRD# 148781) is a financial advisory firm headquartered in Franklin, TN. They manage $633,263,945 in 1,155 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    633
    MILLION
  • Total Number of Accounts
    1,155
    ACCOUNTS
  • Average Account Value
    $548,280
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, FL, GA, IL, KY, MO, TN, TX

Financial Advisors at Capwealth Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Timothy R. Murphy
CRD#: 1549863
3000 Meridian Blvd, Suite 250, Franklin, TN 37067
96
Wealthminder
score

Timothy Murphy (CRD# 1549863) is an Investment Advisor Representative working at Capwealth Advisors, LLC in Franklin, TN and has over 30 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.

2
Phoebe J. Venable
CRD#: 4627185
3000 Meridian Blvd, Suite 250, Franklin, TN 37067
96
Wealthminder
score

Phoebe Venable (CRD# 4627185) is an Investment Advisor Representative working at Capwealth Advisors, LLC in Franklin, TN and has over 13 years of experience in the finance industry.

3
Ryan J. Hitt
CRD#: 2568736
3000 Meridian Blvd, Suite 250, Franklin, TN 37067
93
Wealthminder
score

Ryan Hitt (CRD# 2568736) is an Investment Advisor Representative working at Capwealth Advisors, LLC in Franklin, TN and has over 17 years of experience in the finance industry.

4
John L. Lueken
CRD#: 4837159
3000 Meridian Blvd, Suite 250, Franklin, TN 37067
93
Wealthminder
score

John Lueken (CRD# 4837159) is an Investment Advisor Representative working at Capwealth Advisors, LLC in Franklin, TN and has over 12 years of experience in the finance industry.

5
Tracy A. Olive
CRD#: 2074739
3000 Meridian Blvd, Suite 250, Franklin, TN 37067
93
Wealthminder
score

Tracy Olive (CRD# 2074739) is an Investment Advisor Representative working at Capwealth Advisors, LLC in Franklin, TN and has over 20 years of experience in the finance industry.

6
Jennifer L. Pagliara
CRD#: 5547067
3000 Meridian Blvd, Suite 250, Franklin, TN 37067
93
Wealthminder
score

Jennifer Pagliara (CRD# 5547067) is an Investment Advisor Representative working at Capwealth Advisors, LLC in Franklin, TN and has over 5 years of experience in the finance industry.

7
Timothy J. Pagliara
CRD#: 733637
3000 Meridian Blvd, Suite 250, Franklin, TN 37067
83
Wealthminder
score

Timothy Pagliara (CRD# 733637) is an Investment Advisor Representative working at Capwealth Advisors, LLC in Franklin, TN and has over 35 years of experience in the finance industry.

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