Capwealth Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Capwealth Advisors LLC
CRD #148781
SEC #801-69908
CIK #1531809
AUM $1.1 BB (98% Disc, 100% US)
Employees15 (53% Investors, 0% Brokers)
Phone615-778-0740
Address3000 Meridian Blvd
Franklin, TN 37067-6251
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
107085664242821402007201120152020
Sector Holding Cap ($MM) Value ($MM)
BAC279,520.029.9
MSFT865,660.024.0
AAPL843,560.022.0
CSCO228,550.018.9
JNJ369,000.018.8
GLW26,910.018.1
BA226,000.017.6
C145,840.017.3
DWDP125,320.016.0
HD206,070.015.5
View All
Holdings by Sector ($)
0.50.40.30.20.10.02014201620182020
Related Firms State AUM ($BB)
Capwealth Advisors LLC
TN 1.1
Capwealth Insights LLC
TN 0.0
Comparable Firms State AUM ($BB)
Vigilant Capital Management LLC
ME 1.1
Maloon Powers Pitre & Higgins LLC
CA 1.1
Charles D Hyman & Company
FL 1.1
Townsquare Capital LLC
UT 1.1
Berman Steven Mallin
CA 1.1
Ullman John & Associates Inc
NY 1.1
Gemmer Asset Management LLC
CA 1.1
Banyan Tree Asset Management LLC
CA 1.1
Bloom Asset Management Inc
MI 1.0
Terry McDaniel & Company
TX 1.0
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com