CapWealth Advisors is an investment advisor in Franklin with $1.36 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
263565415
SEC advisor number
801-69908
FINRA CRD number
148781
AUM ?
$1.35 bn
(as of 21 Mar 24)
Accounts
1,992
(as of 21 Mar 24)
Employees
20
(5 investment advisory or research)
Address
CapWealth Advisors
3000 MERIDIAN BLVD
SUITE 250
FRANKLIN
TN 37067
3000 MERIDIAN BLVD
SUITE 250
FRANKLIN
TN 37067
Phone
615-778-0740
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
1 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
2 Nov 22
13F-HR
Quarterly holdings report by institutional manager
5 Aug 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
4 May 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
3 May 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22