Wealth Cap

Wealth Cap

CapWealth, a financial advisory firm located in Franklin, Tennessee, has been ranked No. 25 on the 2024 CNBC Financial Advisor 100 list. This marks the company's first time appearing on the prestigious list.

Total AUM: $1.5B

Years in Business: 44

Accounts Under Management: 2,790

Previous appearances on FA 100 List: 0

Principals:

Tim Pagliara, Founder, Chairman & Chief Investment Officer

Phoebe Venable, President & Chief Executive Officer

Contact:

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

(615) 778-0740

by CNBC.com staff 10/2/2024, 11:50:02 AM

Investing

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