CAPWEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$2,030,847,981
Discretionary
$1,997,898,716
Non-discretionary
$32,949,265
Firm details
- CRD number
- 148781
- SEC file number
- 801-69908
- Main office
- FRANKLIN, TN, United States
- Employees
- 19
- SEC status
- Approved
- Website
- HTTPS://TWITTER.COM/CAPWEALTHMGT
- Fee structure
-
Percentage of AUM Other
As of October 2026.