Capwealth Advisors, LLC

About Capwealth Advisors, LLC

<p>From its Franklin headquarters in the Nashville metro, CapWealth Advisors, LLC works with individuals, families, and foundations on long-term wealth and retirement planning.</p> <p>CapWealth is an SEC-registered wealth management firm with $2.0B in assets under management (2026). The firm provides financial planning, lifestyle and wealth management, investment planning, and tax planning, with strategies built around each client’s goals for preserving, growing, and distributing assets across different life stages.</p> <p>For employer plans, CapWealth offers 3(21) fiduciary services, acting as a co-fiduciary that helps plan sponsors with investment selection and monitoring. This allows plan committees to document decisions and keep plan oversight organized.</p> <p>One thing that sets CapWealth apart is the range of planning work handled in-house—from investment management to tax planning—so clients can coordinate decisions in one place. The firm has been recognized by the Financial Times (FT 300 Top RIAs) and Barron’s as a top financial advisor in Tennessee.</p> <ul> <li>SEC-registered investment advisor (RIA)</li> <li>3(21) co-fiduciary support for plan sponsors (<a href="/plan-advisors">plan advisors</a>)</li> <li>Financial planning and ongoing wealth management</li> <li>Investment planning and portfolio management</li> <li>Tax planning coordination</li> </ul>

Website: https://www.capwealthgroup.com/