Assets Under Management
$1.7B
Number of Clients
1,159
Number of Advisors
10
Average Client AUM
$1.5M
AUM per Advisor
$170.5M
Compensation
Fee-Only (AUM)
CapWealth Advisors, LLC is an SEC-registered investment advisor offering investment supervisory services, management of investment advisory accounts, and financial planning. Services are provided on a discretionary or non-discretionary basis, tailored to individual client needs. They primarily serve individuals, high net worth individuals, charitable organizations, and corporations.
| 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% |
4031 Aspen Grove Drive, Suite 600, Franklin, TN, 37067