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Building 2CAPWEALTH ADVISORS, LLC

Map pinFRANKLIN, TN
Phone615-778-0740
NotebookSEC #801-69908
Total AUM
$2B
Employees
19
Clients
1,429

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4031 ASPEN GROVE DRIVE
SUITE 600
FRANKLIN
TN 37067
United States
Operating Hours
8:00AM - 4:30PM
Monday - Friday
Phone
615-778-0740

ReceiptFinancials

Total AUM
$2B
Accounts
2,798
Discretionary
$2B
Accounts
2,771
Non-Discretionary
$32.9M
Accounts
27

ContactClients

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Individual Clients
1,041
AUM
$229.3M
HNW Individual Clients
366
AUM
$1.8B
Charitable Organization Clients
22
AUM
$32.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
FINANCIAL CONSULTING RELATED TO ALTERNATIVE INVESTMENTS
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
ADMINISTRATIVE FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
ALARAZCACOFLGAIAIDILINKYMAMDMIMNMOMSNCNYOHOKORPASCTNTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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