Capwealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Franklin, TN. Its latest Form ADV filing, dated March 30, 2026, reports $2.0B in regulatory assets under management, 19 employees, and 2,798 accounts.
Assets Under Management
$2.0B
Employees
19
Offices
--
Total Clients
1,429
Primary office
FRANKLIN, TN
4031 ASPEN GROVE DRIVE, SUITE 600, FRANKLIN, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Other fee arrangements
Sources checked May 19, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.8% of total clients.
Top client categories% of clientsClients
1
Individuals
72.8%
1,041
2
HNWI
25.6%
366
3
Charitable
1.5%
22
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.0Bas of March 30, 2026
Discretionary98.4%
$2.0B
98% of total RAUM98.4%
Non-discretionary1.6%
$33M
2% of total RAUM1.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$2.0B
Total Accounts2,798
10Y AUM Change+$1.3B (+185.2%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee75:1
10Y Employee Change+7 (+58.3%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.