CapWealth

General information

CapWealth is an independent Registered Investment Advisory firm based in Franklin, TN (in the metropolitan Nashville area), that builds wealth management solutions to meet the challenges investors face in an uncertain world. Founded in 2000, CapWealth specializes in preserving, growing and distributing assets over our clients' lifetimes and, with $1 billion in assets under advisement, we are one of the nation's leading independent wealth managers.

We rely on thought, not theory, in our investment strategies and are committed to accountability. We practice Sophisticated Simplicity®, the art of thoroughly understanding a complicated global markets landscape and boiling it down to high-quality, straightforward investment ideas. We almost exclusively manage model portfolios constructed of individually selected equities. We believe in giving our clients the most accurate, transparent, honest, and thorough financial information concerning their accounts through our data-driven Provable Integrity® tracking and reporting process. We claim compliance with the Global Investment Performance Standards (GIPS®).

CapWealth has a history of providing high-net-worth clients with custom-tailored investment strategies. Our clientele includes individuals, families, foundations and institutions, the majority of which are located in middle Tennessee but also include an additional 31 states and 4 foreign countries. In addition to portfolio construction and management, we provide investment advice and retirement planning; estate, trust and tax consultation; wealth education; and personal financial planning.

In 2014, the Financial Times named CapWealth one of the top 300 registered investment advisory firms in the country. Barron’s magazine has named CapWealth Chairman and CIO Tim Pagliara Tennessee’s top financial advisor many times over the past two decades. In 2014, CapWealth President and CEO Phoebe Venable was named one of the Top 100 Woman Financial Advisors in the nation by the Financial Times.

For more information, visit www.capwealthgroup.com