CapWealth Advisors

Q: What is CapWealth Advisors's official website?

CapWealth Advisors's official website is www.capwealthgroup.com

Q: What is CapWealth Advisors's Revenue?

CapWealth Advisors's revenue is $5.4 Million

Q: What is CapWealth Advisors's SIC code?

CapWealth Advisors's SIC: 62,628

Q: What is CapWealth Advisors's NAICS code?

CapWealth Advisors's NAICS: 52,523

Q: How many employees does CapWealth Advisors have?

CapWealth Advisors has 11-50 employees

Q: What industry does CapWealth Advisors belong to?

CapWealth Advisors is in the industry of: Finance , Securities Trading

Q: What is CapWealth Advisors competition?

CapWealth Advisors top competitors include: Westover Capital Advisors , Darrow Wealth Management , Norris Financial Group , GHP Investment Advisors

Q: What technology does CapWealth Advisors use?

Some of the popular technologies that CapWealth Advisors uses are: Barracuda Networks, Microsoft 365, GoDaddy DNS, Amazon Web Hosting

Q: Who is the CFO of CapWealth Advisors?

CapWealth Advisors's CFO is Caleb Alexander

Q: Who is the CTO of CapWealth Advisors?

CapWealth Advisors's CTO is Ryan Hitt

Finance · Tennessee, United States · 11-50 Employees

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Overview

Headquarters

3000 Meridian Blvd Ste 250, Franklin, Te...

Phone Number

(615) 778-0740

Website

www.capwealthgroup.com

Revenue

$5.4 Million

Industry

Finance

Securities Trading

About CapWealth Advisors

CapWealth Advisors is a fee-based investment advisory firm based in Franklin, Tennessee, that provides wealth management services, including investment advice, personal financial planning and portfolio management to individuals, families, foundations and endowments. Founded in June 2000, CapWealth Advisors specializes in preserving, growing and distributing assets over the company's clients' lifetimes. With more than $1 billion in assets under advisement, CapWealth Advisors is one of the nation's leading independent wealth managers.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

CapWealth Advisors Org Chart

Phoebe Venable

President & Chief Executive Officer

Phone

Caleb Alexander

Chief Financial Officer

Phone

Ryan Hitt

Chief Technology Officer, Cco

Phone

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Susan Stotler

Vice President, Accounting & Finance

Phone

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

CapWealth Advisors

$5.4M

11-50

Private

<$5M

2000

Phoebe VenablePresident & CEO

Reilly Financial Advisors

$17.5M

11-50

Private

<$5M

1999

Kevin KelleySenior Vice President

GHP Investment Advisors

$11.1M

11-50

Private

1995

Sebrina IveyChief Operating Officer

Wealth Solutions

<$5M

1-10

Private

1994

Vashanti MehtaDirector, Operations For A Financial & Advisor

Darrow Wealth Management

<$5M

1-10

Private

1987

Monica DarrowFamily CEO

Westover Capital Advisors

<$5M

1-10

Private

1999

Murray SawyerFounder, President & CEO

Norris Financial Group

<$5M

1-10

Private

1986

Justin NorrisDirector, Operations

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CapWealth Advisors Tech Stack

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Frequently Asked Questions Regarding CapWealth Advisors

What is CapWealth Advisors's official website?

CapWealth Advisors's official website is www.capwealthgroup.com

What is CapWealth Advisors's Revenue?

CapWealth Advisors's revenue is $5.4 Million

What is CapWealth Advisors's SIC code?

CapWealth Advisors's SIC: 62,628

What is CapWealth Advisors's NAICS code?

CapWealth Advisors's NAICS: 52,523

How many employees does CapWealth Advisors have?

CapWealth Advisors has 11-50 employees

What industry does CapWealth Advisors belong to?

CapWealth Advisors is in the industry of: Finance, Securities Trading

What is CapWealth Advisors competition?

CapWealth Advisors top competitors include: Westover Capital Advisors, Darrow Wealth Management, Norris Financial Group, GHP Investment Advisors

What technology does CapWealth Advisors use?

Some of the popular technologies that CapWealth Advisors uses are: Barracuda Networks, Microsoft 365, GoDaddy DNS, Amazon Web Hosting

Who is the CFO of CapWealth Advisors?

CapWealth Advisors's CFO is Caleb Alexander

Who is the CTO of CapWealth Advisors?

CapWealth Advisors's CTO is Ryan Hitt

How do I contact CapWealth Advisors?

CapWealth Advisors contact info: Phone number: (615) 778-0740 Website: www.capwealthgroup.com

What does CapWealth Advisors do?

What are CapWealth Advisors social media links?

CapWealth Advisors Linkedin page CapWealth Advisors Twitter page CapWealth Advisors Facebook page

Is CapWealth Advisors a public company?

CapWealth Advisors is private company therefore does not currently have an official ticker symbol

See more information about CapWealth Advisors

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