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CapWealth logo — We rely on thought, not theory, in our investment strategies...

CapWealth

We rely on thought, not theory, in our investment strategies, and we are absolutely committed to accountability.

Founded 2000 United States Franklin, United States 18 employees Finance, Financial Services +1

General Information

Company Name CapWealth
Founded Year 2000
Location United States Franklin, United States
Founders / Decision Makers
Team member
Employees 18
Industries Finance, Financial Services, Wealth Management
Social

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About CapWealth

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 $1.6 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.

Business keywords: Wealth Management, Investment Advisory, Financial Planning, Retirement Planning, Estate Planning, Trust Management, Portfolio Management, Wealth Education, Financial Reporting, Global Investment Performance Standards, Independent Wealth Manager, Tim Pagliara, Phoebe Venable, Data-Driven Approach

No funding data available for CapWealth yet.

CapWealth Alternatives & Competitors

View All Alternatives
CapWealth vs
Elite Wealth Management Inc.
Elite Wealth Management Inc. United States

Empowering your financial future with tailored strategies and comprehensive planning services for in...

5 employees
Financial Services, Wealth Management
CapWealth vs
Heron Wealth dba Wealthspire Advisors
Heron Wealth dba Wealthspire Advisors United States

Comprehensive solutions for your financial future, including planning, investment advice, retirement...

1 employees
Financial Services, Real Estate
CapWealth vs
Bragg Financial
Bragg Financial United States

Providing wealth management and investment advisory services for over 50 years (Photo of Ramah Creek...

30 employees
Finance, Financial Services
View all alternatives

FAQ About CapWealth

We rely on thought, not theory, in our investment strategies, and we are absolutely committed to accountability.
CapWealth was founded in 2000.
CapWealth is headquartered in Franklin, United States.
CapWealth operates in Finance, Financial Services and Wealth Management. Its work centres on Wealth Management, Investment Advisory, Financial Planning and Retirement Planning.
CapWealth has approximately 18 employees.
Top alternatives and competitors to CapWealth include Elite Wealth Management Inc., Heron Wealth dba Wealthspire Advisors, Bragg Financial, Montgomery Financial, LLC, Johnson Brunetti Retirement & Investment Specialists. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
CapWealth and Elite Wealth Management Inc. are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for CapWealth, https://bouncewatch.com/company/capwealth, updated 31 December 2024. When citing, please name BounceWatch and link this page.

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