Capital Wealth Advisors, LLC is a single-source financial services firm for affluent individuals, business owners, legal professionals, and medical professionals. We provide oversight and strategic management of every aspect of our client's financial lives through accumulation distribution and preservation of their wealth.
|Firm Start Year:||1992|
|Name of Broker/Dealer:||Cambridge Investment Research Inc.|
|Name of Custodial Firm:||National Financial Services, LLC, Pershing, LLC, TD Ameritrade|
|Number of Years with Current Firm:||22|
|Firm's Number of Clients:||60|
|Firm's Number of Planning Clients:||60|
|Firm's Number of Managed Clients:||60|
|Assets Managed by Firm:||$175,000,000|
|Assets Managed by Advisor:||$175,000,000|
Securities offered through Cambridge Investment Research Inc., member FINRA, SIPC to residents of AL, CA, CO, FL, GA, IL, IN, KY, MD, NC, OH, SC, TN, VA. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Capital Wealth Advisors are not affiliated.
Wade McMinn is an owner and partner in Capital Wealth Advisors, LLC. Wade has over 25 years of experience designing and executing customized solutions for high net worth clients and organizations, advising on investment policy statements, asset allocation, manager selection and portfolio construction and re-balancing. He has his Series 7, 63, Life Health and Variable Life brokerage licenses.
One of Wade?s philosophies is ?It?s not how much you make, it?s how much you get to keep.? A believer (and sometimes preacher) in every client maintaining a current and balanced financial plan, Wade and team daily plan it, report it, analyze it and perfect it.
After serving in the armed forces as an armored cavalry officer, Wade began his career as a Financial Advisor with Merrill Lynch. Wade helped co-found Capital Financial Group (CFG) which is now the Mass Mutual Life Insurance general agency serving Nashville, Knoxville and Memphis. While managing his private practice, he was on the management team for CFG as Investment Specialist.
Wade helped lead the effort to plan and build the Sumner County YMCA, serving as Board Chair for many years. He has also served on the Green Hills YMCA Board and has been a past recipient of Volunteer of the Year from the Middle TN YMCA.
Wade earned a BA in History at the University of Tennessee. He and his wife, Mary, have three children, Trey, 23, Matthew, 6 and Macy, 3 and live in Nashville, TN.
|Ashland City||Chapel Hill|
|Spring Hill||Thompsons Station|
|White Bluff||Whites Creek|
|Mon.||8:30 AM - 5:00 PM|
|Tue.||8:30 AM - 5:00 PM|
|Wed.||8:30 AM - 5:00 PM|
|Thu.||8:30 AM - 5:00 PM|
|Fri.||8:30 AM - 4:00 PM|