CapWealth Advisors

EST. AUM
$2,030,847,981

CONTACTS
12

CLIENT ACCOUNTS
2,798

Firm Details

Metro area Nashville
CRD Number 148781
Website capwealthgroup.com
Client types

Overview

CapWealth is a privately-owned, SEC-registered investment firm in Franklin, Tennessee, just south of Nashville. CapWealth offers tailored strategies and solutions for clients, with investments focused primarily in their internally managed US-Equity model portfolios.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

CapWealth Advisors

Platform Details

Investment Preferences

Alternative Activity

Address

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