CapWealth
Investment Management • 
Franklin, Tennessee, United States • 11-20 Employees
Company overview
| Headquarters | 4031 Aspen Grove Dr, 600, Franklin, Tennessee 37067, US |
| Phone number | +16157780740 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Portfolio Construction, Retirement Planning, Portfolio Management, Estate Planning, Personal Financial Planning, Wealth Education, Trust And Trustee Consultation, Wealth And Investment Management Counsel |
| Founded | 2000 |
| Employees | 11-20 |
| Socials |
Key Contacts at CapWealth
Phoebe Venable
President & Chief Executive Officer
Tim Murphy
Cfp®, Managing Director
Timothy J Pagliara
Founder, Chairman, And Cio
Traci Olive
Managing Director
CapWealth Email Formats
CapWealth uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@capwealthgroup.com), used 71.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@capwealthgroup.com | 71.4% |
{first name}{last name} | johndoe@capwealthgroup.com | 14.3% |
{first initial} | j@capwealthgroup.com | 9.5% |
{last name}{last name} | doedoe@capwealthgroup.com | 4.8% |
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® and believe in giving our clients the most accurate, transparent, honest and thorough financial information concerning their accounts. 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. Details surrounding the methodology can be accessed here www.capwealthgroup.com/news-announcements/firm-recognition. 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. Please find a link to our disclosures: https://www.capwealthgroup.com/disclosures
CapWealth revenue & valuation
| Annual revenue | $1,711,100 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $5,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
CapWealth has 15 employees across 7 departments.
Departments
Number of employees
Funding Data
CapWealth has never raised funding before.
CapWealth Tech Stack
Discover the technologies and tools that power CapWealth's digital infrastructure, from frameworks to analytics platforms.
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