Wade McMinn
Capital Wealth Advisors, LLC

Tel: (615) 301-0414
112 Westwood Place
Suite 160
Brentwood, TN 37027
Capital Wealth Advisors, LLC | Financial Advisor in Brentwood ,TN

About Capital Wealth Advisors, LLC

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.


General Information

Firm Start Year:   1992
No.of Employees:   5-9
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 Information

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



Disclosures

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

Wade McMinn


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.

My Team


Michael  Stanley

Michael Stanley


CFP

Michael Stanley is the Director of Planning with Capital Wealth Advisors. Before joining capital Wealth Advisors he began his career as a paraplanner in the fee based planning department of the MassMutual Life Insurance agency in Middle TN. While there he learned and fine tuned his skill sets to create holistic financial plans for clients. Michael is a graduate of the University of the South in Sewanee, TN where he earned a Bachelor?s Degree in Economics. While attending Sewanee he w ...more

Communities Served

Antioch Arrington
Ashland City Chapel Hill
College Grove Eagleville
Fairview Franklin
Goodlettsville Hermitage
Joelton Kingston Springs
La Vergne Madison
Mount Juliet Murfreesboro
Nashville Nolensville
Old Hickory Pegram
Rockvale Smyrna
Spring Hill Thompsons Station
White Bluff Whites Creek

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 4:00 PM

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