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CAPWEALTH ADVISORS, LLC
CRD 148781File 801-69908
APPROVED
Retail clients
Filing as of Mar 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$2.03B
Top 25% of cohort (national)
Discretionary AUM
$2.00B
Non-discretionary $32.9M
Clients
1,429
2,798 accounts
Employees
19
Top 25% of cohort in TN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jan 29, 2009
- Principal office
- 4031 ASPEN GROVE DRIVE, SUITE 600, FRANKLIN, TN, 37067
- Phone
- 615-778-0740
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.03B
- Discretionary AUM
- $2.00B
- Non-discretionary AUM
- $32.9M
- Discretionary accounts
- 2,771
- Non-discretionary accounts
- 27
- Total accounts
- 2,798
- AUM per client
- $1.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 22 | $32.7M |
| High net worth individuals | 366 | $1.77B |
| Individuals (other than high net worth individuals) | 1,041 | $229.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — ADMINISTRATIVE FEES
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.