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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vital
- Established Date
- 01-29-2009
- Office Locations
- 1
Office Locations
About Capwealth Advisors, LLC
CapWealth Advisors is a privately owned, SEC-registered RIA in Franklin (Nashville area) providing comprehensive financial planning and lifestyle/wealth management, including retirement, tax and investment planning. The firm serves individuals, families and foundations—from new investors to retirees and executives—using a documented research and investment-selection process for portfolio construction and ongoing reporting, with Charles Schwab as a primary custodian.
Team overview
Insights
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CRM
Custodian
Investment Themes
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Platform
Services
Technology
Owner & Executives
RYAN JOSEPH HITT
Chief Compliance Officer
- CRD
- #2568736
- Ownership
- Less than 5%
TIMOTHY JUDE PAGLIARA
Chairman, Chief Investment Officer, Founder
- CRD
- #733637
- Ownership
- Less than 5%
Crest momentum
Legacy catalyst
- CRD
- #54386
- Ownership
- 29.1%
Showing 2 of 3 owners & executives
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Caleb Andrew Alexander
--
- CRD
- #8045869
Blake Edward Harrison
--
- CRD
- #8122816
Catalyst wave
Unison capital
- CRD
- #85783
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,997,898,716 | $721,003 |
| Non-Discretionary | $32,949,265 | $1,220,343 |
| Total | $2,030,847,981 | $725,821 |
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Separately Managed Accounts
Total SMA Asset: $2,030,847,981
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,028,558,751 | 35.7% |
| Public Funds | $538,768,869 | 18.7% |
| U.S. Government/Agency | $645,370,197 | 22.4% |
| Cash | $668,419,132 | 23.2% |
| Total | $2,881,116,949 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BEACON UNISON INSIGHT | OPTIMA OPTIMA | AGGX2EN0P | JBY | 6.66% | $25,427,282 |
| PRIME MOMENTUM MATRIX | CAPITAL CAPITAL | EIW7NWL35 | ZCQO | 9.19% | $5,601,709 |
| TIMBER WAVE VECTOR | HARBOR VALUE | U54YZTLEK | AGU | 6.37% | $110,051,713 |
| ELEMENT ZENITH | EAGLE ELEMENT | XCELFI9IX | JWDNB | 10.79% | $70,858,512 |
| EAGLE BEACON FRONTIER | CAPITAL CREST | CN34A0AN5 | KFAN | 1.20% | $36,028,821 |
| OAK MERIDIAN | ATLAS CAPITAL | XXMAU7IUN | SYEJ | 5.94% | $32,722,747 |
| GLACIER DELTA QUANTUM | OAK BRIDGE | TB5JLVJ4O | XYOK | 4.63% | $69,399,834 |
| WAVE TIMBER QUANTUM | MATRIX TIMBER | Z4C3G7HZQ | DEA | 3.10% | $68,525,512 |