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CAPWEALTH ADVISORS, LLC

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

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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

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 FEE

Firm CRD#:

148781

SEC#:

801-69908

No. of Clients:

1992

Assets under Management

$1,350,928,526

No. of Advisors:

20

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