Capwealth Advisors, Llc

Description

• CapWealth Advisors is a fee-based independent Registered Investment Advisory firm that builds wealth management solutions to meet the challenges investors face in an uncertain world. Founded in June 2000, CapWealths focus is on portfolio construction, wealth management, retirement income growth and estate planning with an emphasis on strategies to preserve, grow and distribute assets over clients' lives. Barrons magazine named Chairman & CEO Tim Pagliara Tennessees top financial advisor in 2012, 2013, 2014, 2015 and 2016, as well as among the nations top 1,000 advisors in 2009, 2010, 2012, 2013, 2014, 2015 and 2016 (in 2014, the publication expanded the list to 1,200). In 2014, the Financial Times named CapWealth Advisors one of the top 300 registered investment advisory firms and President & COO Phoebe Venable one of the top 100 women financial advisors in the country. We call our approach to portfolio construction simplistic sophistication because we use only market-traded securities in our client portfolios. We provide all of our clients GIPS-compliant reporting that fully discloses all costs and provides return data net of all costs. Our objective is to preserve the future purchasing power of our client's wealth over the long term. With over $1 billion in client assets under advisement, we are one of the nation's leading independent wealth managers. As a privately owned, independently managed firm, CapWealth's team has a personal stake in the success of our clients. The structure fosters an entrepreneurial spirit, assuring all clients timely, personalized and comprehensive wealth management services. Client services are directed through CapWealth Investment Services, LLC, member FINRA & SIPC, with regulatory oversight by the SEC. Specialties include: Wealth and Investment Management Counsel, Portfolio Management, Retirement Planning, Estate Planning, Trust and Trustee Consultation, Wealth Education and Personal Financial Planning.
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  Headquarters: , Franklin, Tennessee, United States

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  Phone Number: +1 615-778-0740

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  Website: https://www.capwealthadvisors.com

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  Employees:11

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  Revenue:$10 - 50M

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  Legal Name:Capwealth Advisors, Llc

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• |  NAICS Code: 523110  |

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