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).

By the Numbers
  • Total Assets Under Management
    1,210
    MILLION
  • Total Number of Accounts
    1,946
    ACCOUNTS
  • Average Account Value
    $621,741
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Capwealth Advisors, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Ryan J. Hitt
CRD#: 2568736
4031 Aspen Grove Drive, Suite 600, Franklin, TN 37067

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.

2
Timothy R. Murphy
CRD#: 1549863
4031 Aspen Grove Drive, Suite 600, Franklin, TN 37067

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.

3
Tracy A. Olive
CRD#: 2074739
4031 Aspen Grove Drive, Suite 600, Franklin, TN 37067

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.

4
Jennifer L. Pagliara
CRD#: 5547067
4031 Aspen Grove Drive, Suite 600, Franklin, TN 37067

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.

5
Timothy J. Pagliara
CRD#: 733637
4031 Aspen Grove Drive, Suite 600, Franklin, TN 37067

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.

6
Phoebe J. Venable
CRD#: 4627185
4031 Aspen Grove Drive, Suite 600, Franklin, TN 37067

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.

7
Michael H. Yarbrough
CRD#: 7094049
4031 Aspen Grove Drive, Suite 600, Franklin, TN 37067

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.

8
Jason A. Krueger
CRD#: 6496557
4031 Aspen Grove Drive, Suite 600, Franklin, TN 37067

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.

9
Drew K. O'connor
CRD#: 5933211
4031 Aspen Grove Drive, Suite 600, Franklin, TN 37067

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.

10
Grant E. Stark
CRD#: 7252535
4031 Aspen Grove Drive, Suite 600, Franklin, TN 37067

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.

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