Capwealth Advisors, LLC

Capwealth Advisors, LLC (CRD# 148781) is a financial advisory firm headquartered in Franklin, TN. They manage $1,350,928,526 in 1,992 accounts and serve the financial needs of clients across 28 states (or territories).

Current Firm Details
4031 Aspen Grove Drive, Suite 600, Franklin, TN 37067
https://twitter.com/capwealthmgt
By the Numbers
  • Total Assets Under Management
    1,351
    MILLION
  • Total Number of Accounts
    1,992
    ACCOUNTS
  • Average Account Value
    $678,177
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
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, MS, NC, OH, OK, OR, PA, SC, TN, TX, VA, WA, WI

Financial Advisors at Capwealth Advisors, LLC
Showing 1 - 10 of 11 top financial advisors.
1
Ryan Hitt, financial advisor Franklin TN
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 Murphy, financial advisor Franklin TN
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.

3
Tracy Olive, financial advisor Franklin TN
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 Pagliara, financial advisor Franklin TN
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 13 years of experience in the finance industry.

5
Timothy Pagliara, financial advisor Franklin TN
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 Venable, financial advisor Franklin TN
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 21 years of experience in the finance industry.

7
Michael Yarbrough, financial advisor Franklin TN
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.

8
Jason Krueger, financial advisor Franklin TN
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 O'connor, financial advisor Franklin TN
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 Stark, financial advisor Franklin TN
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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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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