• Contact Us
  • Client Login
Asset Management

Asset Management

Our approach works, and we can prove your returns to an absolute certainty. Lifestyle & Wealth Management

Lifestyle & Wealth Management

Peoples’ lives are not linear and neither is our investment process. Based upon your life and your unique circumstances, we construct portfolios to solve your financial goals. Prospective Clients

Prospective Clients

We give our clients the transparency and honesty that they deserve — as well as comprehensive investment strategies, cutting-edge analysis and results.

CapWealth Advisors | Top Wealth Management Firm in TN – Barron's

Menu

Skip to content
  • Asset Management
    • Overview
    • Research Process
    • Portfolio Construction
    • Provable Integrity™ & Global Investment Performance Standards
    • About Our Models
    • Pershing Custody Services
  • Lifestyle & Wealth Management
    • Overview
    • Retirement Solutions
    • Generational Planning
    • Estate Planning
    • College Planning
  • About Us
    • Overview
    • Our Team
    • Our Services
    • Community
    • Accolades & Service
  • Prospective Clients
    • Why Us
    • Generational Education
  • News
    • News & Announcements
    • CapWealth Blog
    • Media & Press Coverage

Home

  • About UsLearn more about us
  • Contact UsCall, e-mail or visit us
  • Client PortalAccess the Client Portal

 

Navigation

  • Home
  • Asset Management
  • Lifestyle & Wealth Management
  • Prospective Clients
  • About Us
  • News
  • Client Login

Location & Hours

CapWealth Advisors
3000 Meridan Blvd. Suite 250
Franklin, TN 37067

Mon.-Fri., 8 a.m.-5 p.m.

615-778-0740
contactus@capwealthadvisors.com

Directions

Disclosures

The product, services, information and/or materials contained within these web pages may not be available for residents of certain jurisdictions. Please consult the sales restrictions relating to the products or services in question for further information. For other CapWealth Advisors' disclosures, click here.

All Content © CapWealth Advisors, LLC

  • If financial goals (and companies and countries) are built over years, why do we measure them by quarters? For Wall Street, there are four crowning moments annually: March 31, June 30, September 30 and December 31, when earnings are reported, dividends are paid, corporate strategy is evaluated, and portfolios are measured. In many ways, says CapWealth Advisors' Phoebe Venable in her latest Tennessean column, it's an impatient and myopic lens for viewing performance. http://lnkd.in/b2yyBuf

    December 3, 2014 7:42 pm

  • Are hedge funds rock stars or one-hit wonders? In the 1990s, according to HFR (Hedge Fund Research), the average hedge fund earned 18.25% annualized without a down year, and institutional money has flocked to them. But in September of this year, CalPERS, the nation's largest pension fund, announced it was getting out of all hedge funds because they weren't worth the cost and complexity. CapWealth Advisors' President & COO Phoebe Venable explores this question in her latest Tennessean column. http://lnkd.in/ekKx9Qi

    November 24, 2014 4:01 pm
Download Forms

CapWealth Advisors

Form to Download Form to Download Form to Download Form to Download

Sterne Agee

Form to Download Form to Download Form to Download Form to Download

American Funds

Form to Download Form to Download Form to Download Form to Download

C. Schwab

Form to Download Form to Download Form to Download Form to Download

×
Holiday Calendar

NYSE, NYSE MKT, NYSE Amex Options, NYSE Arca, NYSE Arca Options, and NYSE Bonds will observe U.S. holidays as listed below. Although NYSE Arca follows the same holiday schedule as the NYSE, on days when the NYSE closes early, NYSE Arca hours may vary due to its extended trading day.

  • New Years Day

    January 1, 2014

  • Martin Luther King, Jr. Day

    January 20, 2014

  • Washington’s Day

    February 17, 2014

  • Good Friday

    April 18, 2014

  • Memorial Day

    May 26, 2014

  • Independence Day

    July 4, 2014

  • Labor Day

    September 1, 2014

  • Thanksgiving Day

    November 27, 2014

  • Christmas

    December 25, 2014

×