CapWealth, based in Franklin, Tennessee, is ranked No. 25 on the 2024 CNBC Financial Advisor 100 list. This is the firm's first appearance on CNBC's FA 100 list.
Total AUM: $1.5B
Years in Business:Â 44
Accounts Under Management: 2,790
Previous appearances on FA 100 List:Â 0
Principals:
Tim Pagliara, Founder, Chairman & Chief Investment Officer
Phoebe Venable, President & Chief Executive Officer
Contact:
4031 Aspen Grove Drive, Suite 600, Franklin, TN 37067
(615) 778-0740
