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Financial Advisor
Tennessee
Franklin
CAPWEALTH ADVISORS, LLC

CAPWEALTH ADVISORS, LLC

Tel: 615-778-0740 4031 Aspen Grove Drive Suite 600 Franklin, Tennessee 37067

About CAPWEALTH ADVISORS, LLC

CAPWEALTH ADVISORS, LLC is a Franklin, Tennessee based financial advisory firm with nearly $1,350,928,526 in assets under management and provides investment advisory services for 1992 clients. There are currently 20 financial advisors at the firm.

General Information
Firm CRD#:

148781

Firm SEC#:

801-69908

Assets Under Management:

$1,350,928,526

No. of Clients:

1992

No. of Advisors:

20

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Other (FINANCIAL CONSULTING RELATED TO ALTERNATIVE INVESTMENTS)

Fee Structure:

A percentage of AUM, Other (ADMINISTRATIVE FEES)

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