CapWealth is an independent Registered Investment Advisory firm that builds wealth management solutions to meet the challenges investors face in an uncertain world. Founded in June 2000, CapWealth specializes in preserving, growing and distributing assets over our clients' lifetimes.
We rely on thought, not theory, in our investment strategies and are committed to accountability. We practice Sophisticated Simplicity®, the art of thoroughly understanding a complicated global market landscape and boiling it down to high-quality, straightforward investment ideas, and we believe in giving our clients the most accurate, transparent, honest and thorough financial information concerning their accounts through our data-driven Provable Integrity® tracking and reporting process.
With over $1.8 billion in client assets under management, we are one of the nation's leading independent wealth managers, and as a privately owned, independently managed firm, CapWealth's team has a personal stake in the success of our clients.
In 2024, Tim Pagliara was named No. 1 in Forbes’ Best-In-State for the fifth year in a row. The Forbes Best-In-State recognition is one of the highest honors for an advisor. Over 34,000 people were nominated, with only a select few named. Pagliara received this award for the first time in 2018, along with being named No. 1 Financial Advisor in Tennessee by Barron’s magazine. This marked the first time a Tennessee financial advisor has been ranked No. 1 in the state by both publications simultaneously. He previously earned the top spot in Barron’s annual state-by-state ranking nine out of the previous 12 years.
We claim compliance with the Global Investment Performance Standards (GIPS), and our specialties include: Wealth and Investment Management Counsel, Portfolio Management, Retirement Planning, Estate Planning, Trust and Trustee Consultation, Wealth Education and Personal Financial Planning.
Company Details
- Employees
- 20
- Founded
- -
- Address
- 4031 Aspen Grove Dr,
- Phone
- +1 615-778-0740
- co****@****oup.com
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- Website
- capwealthgroup.com
- Keywords
- Wealth and Investment Management Counsel, Portfolio Management, Retirement Planning, Estate Planning, Trust and Trustee Consultation, Wealth Education, Personal Financial Planning, Portfolio Construction.
- HQ
- Franklin, Tennessee
Capwealth Questions
Capwealth's helpline number is +1 615-778-0740
Capwealth's website is capwealthgroup.com
Capwealth's LinkedIn profile is https://www.linkedin.com/company/capwealth
Capwealth has
20 employees.
View email and phone details for 20
employees at Capwealth.
Capwealth's industry is
Investment Management
Capwealth's support email address is contactus@capwealthgroup.com
Capwealth's categories are Investment Management
Capwealth's founding year is 2000
