Timothy Jude Pagliara

Capwealth Advisors, LLC

44 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Capwealth Advisors, LLC

Compensation

Fee-Only (AUM)

Firm Size

10 advisors

Number of Clients

1,159 clients

Average Client Portfolio

$1.5M average

Assets Under Management

$1.7B

Fee Structure

Minimum Investment:$1M

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	1.25%
$1.0M - $2.0M	1.00%
$2.0M - $3.5M	0.75%
$3.5M - $5.0M	0.60%
$5M+	0.50%

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$5,000

Location

4031 Aspen Grove Drive, Suite 600, Franklin, TN, 37067

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

January 2010

Settled

View Full SEC Report How to Read Disclosures

Employment History

Current Registrations

Capwealth Advisors, LLC

December 2009 - Present · 16 yrs 2 mos

Previous Registrations

Capwealth Insights, LLC

March 2020 - January 2021 · 10 mos

Capwealth Insights, LLC

November 2013 - December 2019 · 6 yrs 1 mo

Capwealth Investment Services, LLCBroker

December 2009 - June 2018 · 8 yrs 6 mos

Nbc Securities, INC.

May 2002 - December 2009 · 7 yrs 7 mos

Nbc Securities, INC.Broker

May 2002 - December 2009 · 7 yrs 7 mos

Captrust Financial Advisors

February 2000 - June 2002 · 2 yrs 4 mos

Captrust Financial Advisors, LLCBroker

February 2000 - June 2002 · 2 yrs 4 mos

J.J.B. Hilliard, W.L. Lyons, INC.Broker

March 1989 - February 2000 · 10 yrs 11 mos

Edward D. Jones & CO., L.P.Broker

June 1981 - March 1989 · 7 yrs 9 mos

State Registrations7 states

CAFLGAILMOTNTX

Advisor

Exams

No exam information available for this advisor.