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Client Satisfaction

CapWealth’s latest Client Satisfaction Survey was conducted in 2015 and sent to every client for which we have an email address. The survey’s overwhelming positive responses were very consistent with past surveys:
  • 99% of respondents are satisfied in general with CapWealth
  • 100% rate our responsiveness to their needs as excellent or good
  • 100% rate our service as excellent or good
  • 92% are either satisfied or strongly satisfied with their portfolio performance based on their risk tolerances and considering the general state of the market
  • 97% either strongly agree or agree that their goals and objectives are clearly understood by their advisors
  • 98% rate the quality and frequency of our communication with them as excellent or good
  • 89% find our services superior to firms they’ve used in the past and/or are familiar with
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CapWealth Advisors

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Sterne Agee

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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.

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