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
By the Numbers
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Total Assets Under Management1,351MILLION
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Total Number of Accounts1,992ACCOUNTS
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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
Registered Investment Advisor
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
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