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Financial Times Names CapWealth a Top 300 Registered Investment Advisory in U.S.

CapWealth joins financial advisory firms from 37 states and Washington, D.C., in being selected as one of the 300 top RIAs in the country. CapWealth is one of only four Tennessee firms to make the list.

The report was published yesterday in the Financial Times newspaper and on FT.com. Read the story here and see the top 300 RIAs here.

The average Financial Times 300 firm on the list manages $2.8 billion in AUM (assets under management) and has been in existence for 24 years. To quote the editors of the Financial Times about their list: “The FT 300 is an elite group of RIA firms … We aimed to provide a picture of leading financial advisers that would be good enough for the educated and discerning readers of the Financial Times … for anyone seeking what a top RIA firm looks like, the FT 300 is as good a model as one can find.”

CapWealth is honored to make the list and we owe it to all of our clients who put their trust in us. We view it as a privilege to serve you and know that there would be no awards or accolades without you. We thank you for our partnership and the opportunity to protect your interests and accomplish your goals!

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CapWealth Advisors

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Sterne Agee

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American Funds

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C. Schwab

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