Capwealth Advisors LLC

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Assets, Funds, Holdings

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Capwealth Advisors LLC
CRD #148781
SEC #801-69908
CIK #0001531809
AUM $1.4 BB (2024-05-06)
Employees 20 (25% Investors, 0% Brokers)
Phone615-778-0740
Address4031 Aspen Grove Drive
Franklin, TN 37067
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($MM)
1400112084056028002008201320192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MSFT 1,918,222.4 41.2
WMB 38,659.7 36.3
BAC 278,315.2 29.3
RTX 139,471.0 27.9
CVX 294,604.1 27.2
MRK 232,371.9 26.6
GE 72,511.8 26.4
IBM 127,593.9 26.3
DHI 23,191.8 23.4
TSM 437,370.3 20.5
View All
Holdings by Sector ($MM)
100080060040020002013201720212025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 524 208.9
(b) Individuals (high net worth individuals) 297 1,122.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 13 19.5
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 1,992 1,350.9
By Discretionary
Discretionary 1,970 1,333.9
Non-Discretionary 22 17.0
Total 1,992 1,350.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,350.9
Total 1,992 1,350.9
EDGAR Form CIK 2011 - 2024
13F-HR [0001531809]
Related Firms State AUM ($BB)
Capwealth Advisors LLC
TN 1.4
Capwealth Insights LLC
TN 0.0
Comparable Firms State AUM ($BB)
Vectorglobal IAG Inc
FL 1.4
Adviceone Advisory Services LLC
CT 1.4
Kimelman & Baird LLC
NY 1.4
Sheaff Brock Investment Advisors LLC
IN 1.4
Rodgers & Associates Ltd
PA 1.3
Adell Harriman & Carpenter Inc
TX 1.3
Patton Albertson Miller Group LLC
TN 1.3
Dorchester Wealth Management Company
1.3
Bloom Advisors
MI 1.3
Blackhill Capital Inc
NJ 1.3
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