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Capwealth Advisors LLC
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CRD # | 148781 |
SEC # | 801-69908 |
CIK # | 0001531809 |
AUM | $1.4 BB (2024-05-06) |
Employees | 20 (25% Investors, 0% Brokers) |
Phone | 615-778-0740 |
Address | 4031 Aspen Grove Drive Franklin, TN 37067 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($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 |
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13F-HR | [0001531809] |
Related Firms | State | AUM ($BB) |
---|---|---|
Capwealth Advisors LLC
✚
|
TN | 1.4 |
Capwealth Insights LLC
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|
TN | 0.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Vectorglobal IAG Inc
✚
|
FL | 1.4 |
Adviceone Advisory Services LLC
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|
CT | 1.4 |
Kimelman & Baird LLC
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|
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 |