CapWealth is an independent Registered Investment Advisory firm that builds wealth management solutions to meet the challenges investors face in an uncertain world. Founded in June 2000, CapWealth specializes in preserving, growing and distributing assets over our clients' lifetimes.

We rely on thought, not theory, in our investment strategies and are committed to accountability. We practice Sophisticated Simplicity® and believe in giving our clients the most accurate, transparent, honest and thorough financial information concerning their accounts. 

With over $1.8 billion in client assets under management, we are one of the nation's leading independent wealth managers, and as a privately owned, independently managed firm, CapWealth's team has a personal stake in the success of our clients. 

In 2024, Tim Pagliara was named No. 1 in Forbes’ Best-In-State for the fifth year in a row. The Forbes Best-In-State recognition is one of the highest honors for an advisor. Over 34,000 people were nominated, with only a select few named. Pagliara received this award for the first time in 2018, along with being named No. 1 Financial Advisor in Tennessee by Barron’s magazine. This marked the first time a Tennessee financial advisor has been ranked No. 1 in the state by both publications simultaneously. He previously earned the top spot in Barron’s annual state-by-state ranking nine out of the previous 12 years. Details surrounding the methodology can be accessed here www.capwealthgroup.com/news-announcements/firm-recognition.

We claim compliance with the Global Investment Performance Standards (GIPS), and our specialties include: Wealth and Investment Management Counsel, Portfolio Management, Retirement Planning, Estate Planning, Trust and Trustee Consultation, Wealth Education and Personal Financial Planning.

Please find a link to our disclosures: https://www.capwealthgroup.com/disclosures

CapWealth

Phoebe Venable

This department focuses on managing client relationships and delivering financial advisory services.

Client Operations

This department conducts in-depth analysis and research to support financial decision-making and equity assessments.

CapWealth

Org chart

Teams

Client Operations

Research and Analysis

Offices

CapWealth

Org chart

Teams

Client Operations

Research and Analysis

Offices

Related companies