CapWealth Advisors is an independent, SEC-registered investment advisor based in Franklin, Tennessee (15 miles south of downtown Nashville), providing wealth management services, including investment advice, portfolio management, retirement planning, personal financial planning and estate, trust and tax consultation, and wealth education, for individuals, families, foundations and institutions. We specialize in preserving, growing and distributing assets over our clients’ lifetimes and, with $1 billion in assets under management and advisement, we are one of the nation’s leading independent wealth managers. Our clients reside in 32 states and 4 foreign countries.CapWealth Advisors is a firm that relies on thought, not theory, in our investment strategies and we are absolutely 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. CapWealth Advisors claims compliance with the Global Investment Performance Standards (GIPS®). CapWealth Advisors claims compliance with the CFA Institute Asset Manager Code of Professional Conduct. We offer securities to our clients through our affiliated broker-dealer, CapWealth Investment Services, Member FINRA and SIPC.
Barron’s magazine named Founder, Chairman and CEO Timothy J. Pagliara Tennessee’s top financial advisor in 2012, 2013, 2014, 2015 and 2016, as well as among the nation’s top 1,200 advisors in 2009, 2010, 2012, 2013, 2014, 2015 and 2016 (in 2014, the publication expanded the list from 1,000 to 1,200). In 2014, the Financial Times named CapWealth Advisors one of the top 300 registered investment advisory firms in the country and President and COO Phoebe Venable one of the top 100 Women Advisors in the U.S. In 2015, our firm was selected as a “Best in Business” Finalist and Tim Pagliara a “Power Leader in Finance” by the Nashville Business Journal.
To learn more about CapWealth Advisors, we invite you to read more about Our Leadership, Our Guiding Principles, Our Key Differentiators, Our Team, Our Services and our approach to Client Care and Community.