Capwealth Advisors, LLC
● SEC registered since 2009CRD 148781SEC# 801-69908Franklin, TN
Reg. AUM
$2.03B
Employees
19
Accounts
2,798
Location
Franklin, TN
Capwealth Advisors, LLC assets under management
Capwealth Advisors, LLC is an investment advisory firm registered with the SEC based in Franklin, TN. The firm has been registered since 2009. It reports $2 billion in regulatory assets under management and employs 19 people.
Capwealth Advisors, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Capwealth Group, LLC Control | Partnership | Over 75% | 2014 |
| Phoebe Jones Venable Control | President, Chief Executive Officer | Under 5% | 2013 |
| Ryan Joseph Hitt | Cco | Under 5% | 2020 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Capwealth Advisors, LLC manage?
Capwealth Advisors, LLC reports $2 billion in regulatory assets under management on its Form ADV.
How many employees does Capwealth Advisors, LLC have?
Capwealth Advisors, LLC reports 19 employees.
Where is Capwealth Advisors, LLC located?
Capwealth Advisors, LLC is based in Franklin, TN and has been SEC-registered since 2009.
Does Capwealth Advisors, LLC disclose fund performance?
Capwealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4031 Aspen Grove Drive, Suite 600, Franklin, TN 37067 |
| Phone | 615-778-0740 |
| Fax | 615-778-0750 |
| Office hours | 8:00a.m. - 4:30p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1531809 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.03B▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
EmployeesTop 25%
More than 75% of 16,825 advisers
Assets under management
$2.03Bregulatory AUM
Discretionary $2BNon-discretionary $32.9M