CAPWEALTH ADVISORS, LLC
Franklin, Tennessee
4.5
15 Reviews
Capwealth Advisors, LLC is a local investment advisory firm headquartered in Franklin, TN. With a single office, the firm comprises a total of 18 employees, 12 of whom specialize in providing comprehensive investment advisory services. On average, each investment advisor at Capwealth Advisors manages approximately $100,830,000 in assets under management, which falls within the industry average. Capwealth Advisors employs a varied compensation structure, including a percentage of assets under management. While 401(k) and individual accounts make up less than 30% of their assets under management, the firm possesses the expertise to...
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Assets Under Mgmt

$1.21B

Investment Professionals

12

Locations

0

% 401K & Individual

18%

% Discretionary

98%
Compensation Structure
A percentage of assets under your management
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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