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| Capwealth Advisors LLC
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| CRD # | 148781 |
| SEC # | 801-69908 |
| CIK # | 0001531809 |
| AUM | 2,030.8 M (2026-03-30) |
| Employees | 19 (58% Investors, 0% Brokers) |
| Phone | 615-778-0740 |
| Address | 4031 Aspen Grove Drive Franklin, TN 37067 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Federal National Mortgage Association Fannie Mae | 76.9 | ||
| Corning Inc /NY | 59.9 | ||
| Federal National Mortgage Association Fannie Mae | 58.1 | ||
| Williams Companies Inc | 55.5 | ||
| Centurytel Inc | 48.7 | ||
| Chevron Corp | 39.4 | ||
| Dow Inc | 33.8 | ||
| Johnson & Johnson | 33.5 | ||
| Gilead Sciences Inc | 32.8 | ||
| Merck & Co Inc | 32.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,041 | 0.2 |
| (b) Individuals (high net worth individuals) | 366 | 1.8 |
| (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 | 22 | 0.0 |
| (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 | 2,798 | 2.0 |
| By Discretionary | ||
| Discretionary | 2,771 | 2.0 |
| Non-Discretionary | 27 | 0.0 |
| Total | 2,798 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 2,798 | 2.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001531809] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.4B |
| Clients | 1,429 |
| Serves | Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Capwealth Advisors LLC
✚
|
TN | 2,030.8 M |
|
Capwealth Insights LLC
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|
TN |
| Comparable Firms | State | AUM |
|---|---|---|
|
Adell Harriman & Carpenter Inc
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|
TX | 2,087.1 M |
|
Tortoise Investment Management LLC
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|
NY | 2,067.9 M |
|
Adviceone Advisory Services LLC
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|
CT | 2,045.7 M |
|
Minot Deblois Advisors LLC
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|
MA | 2,044.1 M |
|
Keebeck Partners LLC
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|
IL | 2,027.9 M |
|
Unison Advisors LLC
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|
RI | 2,021.0 M |
|
Blackhill Capital Inc
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|
NJ | 2,001.2 M |
|
Naples Global Advisors LLC
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|
FL | 1,996.8 M |
|
HealthEquity Advisors LLC
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|
UT | 1,994.9 M |
|
Trumbower Financial Advisors LLC
✚
|
MD | 1,984.7 M |