Capwealth Advisors LLC
Legal Name: CAPWEALTH ADVISORS, LLC
Full Contact Details
Capwealth Advisors LLC
3000 MERIDIAN BLVD, SUITE 250, FRANKLIN, TN
615-778-0740
615-778-0750
Other Info
Capwealth Advisors LLC, legally known as CAPWEALTH ADVISORS, LLC, is a Tennessee Limited Liability Company with 15 employees, where 8 of them are employed in advisory roles. While the number of clients served is unknown, the firm's SEC status is listed as approved, indicating that it has met all SEC requirements and is registered since January 29, 2009.
Home - CapWealth | Nashville Financial Advisor
CapWealth Founder Tim Pagliara named No. 1 in Tennessee on Forbes' Best-in-State Wealth Advisors list for 2020.
Direct Owners
-
CAPWEALTH GROUP, LLC
PARTNERSHIP owns 75% or more
-
PHOEBE JONES VENABLE
PRESIDENT, CHIEF EXECUTIVE OFFICER, CCO owns less than 5%
-
TIMOTHY JUDE PAGLIARA
CHAIRMAN owns less than 5%
Indirect Owners
-
TIMOTHY JUDE PAGLIARA
MEMBER owns more than 50% but less than 75%
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