Capwealth Advisors, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

148781

SEC number

801-69908

Firm type

RIA

Assets under management

$2.0B as of Mar 30, 2026

Website

twitter.com/CAPWEALTHMGT ↗

Phone

615-778-0740

Address

4031 Aspen Grove Drive, Franklin, TN, 37067

Advisors at this firm

12 in our index · page 1 of 1

• Caleb Andrew AlexanderCRD 8045869 · Franklin, TN
  IA Registered
• Ryan Joseph HittCRD 2568736 · Franklin, TN
  IA RegisteredRegistration inactive
• Blake Edward HarrisonCRD 8122816 · Franklin, TN
  IA Registered
• Jennifer Pagliara HortonCRD 5547067 · Franklin, TN
  IA RegisteredRegistration inactive
• Jason A KruegerCRD 6496557 · Franklin, TN
  IA Registered
• Drew King O'connorCRD 5933211 · Franklin, TN
  IA RegisteredRegistration inactive
• Tracy Ann OliveCRD 2074739 · Franklin, TN
  IA RegisteredRegistration inactive
• Timothy Jude PagliaraCRD 733637 · Franklin, TN
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Michael Dean ShahanCRD 6887249 · Franklin, TN
  IA RegisteredRegistration inactive
• Hillary Marie StalkerCRD 6767918 · Franklin, TN
  IA RegisteredRegistration inactive
• Phoebe Jones VenableCRD 4627185 · Franklin, TN
  IA Registered
• Michael Harrison VaughtCRD 7650492 · Franklin, TN
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.