Capwealth Advisors, LLC

CapWealth Advisors, LLC is a Registered Investment Adviser based in Franklin, Tennessee, established in 2009. The firm offers investment supervisory services emphasizing continuous account supervision for wealth accumulation, with the majority of its business falling under this category. CapWealth also provides financial planning services, including estate planning, retirement planning, and investment portfolio design. Clients can choose discretionary or non-discretionary investment management services. Discretionary accounts grant CapWealth complete authority to manage investments based on client objectives, while non-discretionary accounts require client authorization for transactions. The firm's fee structure is based on a percentage of assets under management, with a minimum account size of $1,000,000. CapWealth does not charge performance-based fees or provide side-by-side management. The firm utilizes fundamental and technical analysis for investment strategies, offering long-term purchases, short-term purchases, option writing, and other strategies. CapWealth recommends establishing brokerage accounts with Charles Schwab & Co. for custody and trading services. The firm has policies in place to ensure best execution, manage conflicts of interest, and comply with regulatory requirements. Clients receive quarterly performance reports and statements from the custodian. CapWealth does not have any financial industry affiliations and has not been involved in material legal or disciplinary proceedings. The firm acts as a fiduciary, placing clients' interests first and maintaining ethical standards through a Code of Ethics.