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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between October 17, 2025 and March 30, 2026, reported AUM decreased 0.1%, from $2.0B to $2.0B.
Across 5 reported observations, AUM increased 49.0% between November 21, 2022 and March 30, 2026, from $1.4B to $2.0B.
Of the latest reported AUM, 98.4% is discretionary and 1.6% is non-discretionary.
The firm reports 11 advisory representatives and 2,858 clients, or 259.8 clients per representative. That equates to $710.6K in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Capwealth Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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%
Showing 2 of 3 owners & executives
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Caleb Andrew Alexander
Chief Financial Officer
- CRD
- #8045869
Blake Edward Harrison
Executive Vice President, Wealth Management
- CRD
- #8122816
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
SMA allocation detail is available
Capwealth Advisors, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Capwealth Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.