|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Capwealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 148781 |
| SEC # | 801-69908 |
| CIK # | 0001531809 |
| AUM | $1.9 B (2025-07-16) |
| Employees | 16 (69% Investors, 0% Brokers) |
| Phone | 615-778-0740 |
| Address | 4031 Aspen Grove Drive Franklin, TN 37067 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001531809 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Palantir Technologies Inc | 55.9 | ||
| Williams Companies Inc | 49.9 | ||
| Microsoft Corp | 46.1 | ||
| International Business Machines Corp | 38.3 | ||
| Chevron Corp | 28.7 | ||
| Gilead Sciences Inc | 28.0 | ||
| General Electric Co | 26.7 | ||
| Netflix Inc | 26.5 | ||
| Bank of America Corp /DE/ | 26.2 | ||
| Merck & Co Inc | 25.8 | ||
| GE Vernova Inc | 25.4 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 25.3 | ||
| Corning Inc /NY | 25.0 | ||
| United Technologies Corp /DE/ | 24.9 | ||
| Duke Energy Corp | 24.6 | ||
| CVS Caremark Corp | 22.5 | ||
| Dow Inc | 21.5 | ||
| Centurytel Inc | 21.4 | ||
| Johnson & Johnson | 21.2 | ||
| Horton D R Inc /DE/ | 20.7 | ||
| United Parcel Service Inc | 19.9 | ||
| Amazon Com Inc | 19.8 | ||
| Equinix Inc | 19.4 | ||
| FPL Group Inc | 18.1 | ||
| Oracle Corp | 17.8 | ||
| Constellation Energy Corp | 17.6 | ||
| Verizon Communications Inc | 17.2 | ||
| Apple Inc | 15.7 | ||
| PepsiCo Inc | 15.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 821 | 217.1 |
| (b) Individuals (high net worth individuals) | 353 | 1,642.9 |
| (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 | 21 | 31.0 |
| (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 | 2,495 | 1,891.0 |
| By Discretionary | ||
| Discretionary | 2,467 | 1,859.5 |
| Non-Discretionary | 28 | 31.5 |
| Total | 2,495 | 1,891.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,891.0 | |
| Total | 2,495 | 1,891.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001531809] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Capwealth Advisors LLC
✚
|
TN | 1.9 |
|
Capwealth Insights LLC
✚
|
TN | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Maloon Powers Pitre Higgins & Dennehy LLC
✚
|
CA | 2.0 |
|
Blackhill Capital Inc
✚
|
NJ | 2.0 |
|
LBMC Investment Advisors LLC
✚
|
TN | 2.0 |
|
Traphagen Investment Advisors LLC
✚
|
NJ | 1.9 |
|
Safford Nicholas H & Co Inc
✚
|
MA | 1.9 |
|
Keystone Financial Group LLC
✚
|
KY | 1.9 |
|
Minot Deblois Advisors LLC
✚
|
MA | 1.8 |
|
Trumbower Financial Advisors LLC
✚
|
MD | 1.8 |
|
Avalor Investment AG
✚
|
1.8 | |
|
Unison Advisors LLC
✚
|
RI | 1.8 |