Capwealth Advisors, LLC

Overview

Capwealth Advisors, LLC is an SEC registered investment adviser based in Franklin, TN, registered since 2009. It reports $2B in assets under management across 2,798 accounts, with 19 employees. It has 12 investment adviser representatives.

Reported AUM

$2B

Discretionary

98%

Accounts

2,798

Average account

$726K

Employees

19

Advisory reps

12

Registered since

2009

Jurisdictions

30

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Other Fees and Percentage of Assets

Executive officers 3 of 3

• Phoebe Jones Venable President, Chief Executive Officer CRD 4627185
• Timothy Jude Pagliara Chairman CRD 733637
• Ryan Joseph Hitt Chief Compliance Officer CRD 2568736

Advisory reps 3 of 12

• Caleb Andrew Alexander Investment Adviser Rep CRD 8045869
• Blake Edward Harrison Investment Adviser Rep CRD 8122816
• Ryan Joseph Hitt Investment Adviser Rep CRD 2568736

9 more advisory reps, with emails, phones and branch locations

Location

Headquarters

4031 Aspen Grove Dr Ste 600
Franklin, TN 37067

County

Williamson

Metro area

Nashville-Davidson--Murfreesboro--Franklin, TN

Region

South

Registrations

• SEC registered
• Registered in 30 jurisdictions
• Website: capwealthgroup.com

Every state, with registration dates

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