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Timothy Jude Pagliara

CAPWEALTH ADVISORS, LLC·FRANKLIN, Tennessee
Clean recordCAPWEALTH ADVISORS, LLC
4031 ASPEN GROVE DRIVE, FRANKLIN, TN 37067CRD# 733637Firm CRD# 148781

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Timothy Jude Pagliara · FRANKLIN, TN
Registration
CRD #733637 · CAPWEALTH ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Timothy Jude Pagliara is a registered financial advisor based in FRANKLIN, Tennessee, affiliated with CAPWEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CAPWEALTH ADVISORS, LLC
CAPWEALTH ADVISORS, LLC
AUM
$1.4B
Regulatory assets under management
Employees
20
Total firm employees
View all advisors at CAPWEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Other: ADMINISTRATIVE FEES
Regulatory
SEC/IARD CRD# 733637
Firm CRD# 148781
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Timothy Jude Pagliara offer?
Timothy Jude Pagliara specializes in Financial Planning, Investment Management. Contact their office in FRANKLIN, Tennessee for a consultation.
What are Timothy Jude Pagliara's credentials?
Timothy Jude Pagliara is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy Jude Pagliara located?
Timothy Jude Pagliara is based in FRANKLIN, Tennessee, working with CAPWEALTH ADVISORS, LLC. Their office serves clients in the FRANKLIN metropolitan area and surrounding communities.
How does Timothy Jude Pagliara charge for services?
Timothy Jude Pagliara's firm is compensated through percentage of aum, other: administrative fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPWEALTH ADVISORS, LLC?
CAPWEALTH ADVISORS, LLC has approximately 20 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CAPWEALTH ADVISORS, LLC

Phoebe Jones Venable
FRANKLIN, TN
Raymond Scott Roland
FRANKLIN, TN
Ryan Joseph Hitt
FRANKLIN, TN

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Research
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