CAPWEALTH ADVISORS, LLC

FRANKLIN, Tennessee·4 registered advisors·CRD# 148781
SEC# 801-699080615-778-0740
01

Firm Overview

AUM
$1.4B
Regulatory assets under management
Employees
20
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Other: ADMINISTRATIVE FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at CAPWEALTH ADVISORS, LLC

4 registered advisors
Phoebe Jones Venable
FRANKLIN, Tennessee
Raymond Scott Roland
FRANKLIN, Tennessee
Ryan Joseph Hitt
FRANKLIN, Tennessee
Timothy Jude Pagliara
FRANKLIN, Tennessee
05

Office Locations

FRANKLIN, Tennessee
4 advisors

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Data sourced from SEC Form ADV filings. CAPWEALTH ADVISORS, LLC (CRD# 148781) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.