CAPWEALTH ADVISORS, LLC
CRD #148781 SEC #801-69908 FRANKLIN, TN 615-778-0740
SEC Registered
Total AUM
$2B
Discretionary
$2B
Employees
16
Clients
51
Accounts
2,526
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $2B | $2B | $32.3M | 16 | 1,198 |
| Oct 2025 | $2B | $2B | $32.3M | 16 | 1,198 |
| Aug 2025 | $1.9B | $1.9B | $31.5M | 16 | 1,195 |
| Jul 2025 | $1.9B | $1.9B | $31.5M | 16 | 1,195 |
| Mar 2025 | $1.7B | $1.7B | $28.5M | 16 | 1,159 |
| Sep 2024 | $1.4B | $1.3B | $17M | 20 | 834 |
| May 2024 | $1.4B | $1.3B | $17M | 20 | 834 |
| Mar 2024 | $1.4B | $1.3B | $17M | 20 | 834 |
| Aug 2023 | $1.2B | $1.2B | $23.9M | 18 | 0 |
| Mar 2023 | $1.2B | $1.2B | $23.9M | 18 | 0 |
| Mar 2023 | $1.2B | $1.2B | $23.9M | 18 | 0 |
| Nov 2022 | $1.4B | $1.3B | $30.6M | 15 | 0 |
| Nov 2022 | $1.4B | $1.3B | $30.6M | 15 | 0 |
| Sep 2022 | $1.4B | $1.3B | $30.6M | 15 | 0 |
| Mar 2022 | $1.4B | $1.3B | $30.6M | 15 | 0 |
| Mar 2021 | $1.2B | $1.2B | $28.4M | 15 | 0 |
| Jan 2021 | $1.2B | $1.2B | $20.5M | 14 | 0 |
| Jan 2021 | $1.2B | $1.2B | $20.5M | 14 | 0 |
| Dec 2020 | $1.2B | $1.2B | $20.5M | 14 | 0 |
| Nov 2020 | $1.2B | $1.2B | $20.5M | 14 | 0 |
| Oct 2020 | $1.2B | $1.2B | $20.5M | 14 | 0 |
| Jun 2020 | $1.2B | $1.2B | $20.5M | 14 | 0 |
| Mar 2020 | $1.2B | $1.2B | $20.5M | 14 | 0 |
| Oct 2019 | $1.1B | $1B | $26.7M | 15 | 0 |
| May 2019 | $1B | $987.8M | $29.6M | 15 | 0 |
| Mar 2019 | $918.4M | $890.4M | $28.1M | 15 | 0 |
| Mar 2018 | $821.3M | $798.4M | $22.9M | 15 | 0 |
| Dec 2017 | $759.8M | $738.9M | $20.9M | 14 | 0 |
| Nov 2017 | $759.8M | $738.9M | $20.9M | 14 | 0 |
| Nov 2017 | $759.8M | $738.9M | $20.9M | 14 | 0 |
| Jul 2017 | $759.8M | $738.9M | $20.9M | 13 | 500 |
| Mar 2017 | $712.1M | $690.1M | $22M | 12 | 500 |
| Feb 2016 | $633.3M | $609.1M | $24.1M | 13 | 500 |
| Mar 2015 | $714.4M | $670.9M | $43.4M | 15 | 525 |
| Dec 2014 | $719.9M | $676.1M | $43.8M | 16 | 525 |
| Jul 2014 | $719.9M | $676.1M | $43.8M | 16 | 525 |
| Jun 2014 | $680.1M | $638.7M | $41.4M | 16 | 525 |
| Mar 2014 | $680.1M | $638.7M | $41.4M | 14 | 500 |
| Jan 2014 | $680.5M | $639.1M | $41.4M | 16 | 500 |
| Nov 2013 | $598.3M | $558.3M | $40M | 15 | 500 |
| Oct 2013 | $598.3M | $558.3M | $40M | 15 | 500 |
| Aug 2013 | $543.9M | $506.1M | $37.8M | 15 | 500 |
| Jul 2013 | $543.9M | $506.1M | $37.8M | 14 | 500 |
| Mar 2013 | $509.8M | $458.4M | $51.4M | 13 | 500 |
| Mar 2013 | $509.8M | $458.4M | $51.4M | 13 | 500 |
| Jan 2013 | $491.3M | $458.4M | $32.9M | 13 | 500 |
| Aug 2012 | $499.4M | $447.2M | $52.2M | 11 | 500 |
| Mar 2012 | $465.3M | $409.1M | $56.2M | 11 | 500 |
| Aug 2011 | $494.9M | $444.6M | $50.3M | -- | -- |
| May 2011 | $370.5M | $360.4M | $10M | -- | -- |
| Apr 2011 | $370.5M | $360.4M | $10M | -- | -- |
| Feb 2011 | $370.5M | $360.4M | $10M | -- | -- |
| Sep 2010 | $370.5M | $360.4M | $10M | -- | -- |
| Apr 2010 | $370.5M | $360.4M | $10M | -- | -- |
| Mar 2010 | $370.5M | $360.4M | $10M | 10 | -- |
| Oct 2009 | $25.6M | $0 | $25.6M | 10 | -- |
| Jul 2009 | $25.6M | $0 | $25.6M | 10 | -- |
DateOct 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$32.3M
Employees16
Clients1,198
DateOct 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$32.3M
Employees16
Clients1,198
DateAug 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$31.5M
Employees16
Clients1,195
DateJul 2025
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$31.5M
Employees16
Clients1,195
DateMar 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$28.5M
Employees16
Clients1,159
DateSep 2024
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$17M
Employees20
Clients834
DateMay 2024
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$17M
Employees20
Clients834
DateMar 2024
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$17M
Employees20
Clients834
DateAug 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$23.9M
Employees18
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$23.9M
Employees18
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$23.9M
Employees18
Clients0
DateNov 2022
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$30.6M
Employees15
Clients0
DateNov 2022
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$30.6M
Employees15
Clients0
DateSep 2022
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$30.6M
Employees15
Clients0
DateMar 2022
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$30.6M
Employees15
Clients0
DateMar 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$28.4M
Employees15
Clients0
DateJan 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$20.5M
Employees14
Clients0
DateJan 2021
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$20.5M
Employees14
Clients0
DateDec 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$20.5M
Employees14
Clients0
DateNov 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$20.5M
Employees14
Clients0
DateOct 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$20.5M
Employees14
Clients0
DateJun 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$20.5M
Employees14
Clients0
DateMar 2020
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$20.5M
Employees14
Clients0
DateOct 2019
Total AUM$1.1B
Discretionary$1B
Non-Disc.$26.7M
Employees15
Clients0
DateMay 2019
Total AUM$1B
Discretionary$987.8M
Non-Disc.$29.6M
Employees15
Clients0
DateMar 2019
Total AUM$918.4M
Discretionary$890.4M
Non-Disc.$28.1M
Employees15
Clients0
DateMar 2018
Total AUM$821.3M
Discretionary$798.4M
Non-Disc.$22.9M
Employees15
Clients0
DateDec 2017
Total AUM$759.8M
Discretionary$738.9M
Non-Disc.$20.9M
Employees14
Clients0
DateNov 2017
Total AUM$759.8M
Discretionary$738.9M
Non-Disc.$20.9M
Employees14
Clients0
DateNov 2017
Total AUM$759.8M
Discretionary$738.9M
Non-Disc.$20.9M
Employees14
Clients0
DateJul 2017
Total AUM$759.8M
Discretionary$738.9M
Non-Disc.$20.9M
Employees13
Clients500
DateMar 2017
Total AUM$712.1M
Discretionary$690.1M
Non-Disc.$22M
Employees12
Clients500
DateFeb 2016
Total AUM$633.3M
Discretionary$609.1M
Non-Disc.$24.1M
Employees13
Clients500
DateMar 2015
Total AUM$714.4M
Discretionary$670.9M
Non-Disc.$43.4M
Employees15
Clients525
DateDec 2014
Total AUM$719.9M
Discretionary$676.1M
Non-Disc.$43.8M
Employees16
Clients525
DateJul 2014
Total AUM$719.9M
Discretionary$676.1M
Non-Disc.$43.8M
Employees16
Clients525
DateJun 2014
Total AUM$680.1M
Discretionary$638.7M
Non-Disc.$41.4M
Employees16
Clients525
DateMar 2014
Total AUM$680.1M
Discretionary$638.7M
Non-Disc.$41.4M
Employees14
Clients500
DateJan 2014
Total AUM$680.5M
Discretionary$639.1M
Non-Disc.$41.4M
Employees16
Clients500
DateNov 2013
Total AUM$598.3M
Discretionary$558.3M
Non-Disc.$40M
Employees15
Clients500
DateOct 2013
Total AUM$598.3M
Discretionary$558.3M
Non-Disc.$40M
Employees15
Clients500
DateAug 2013
Total AUM$543.9M
Discretionary$506.1M
Non-Disc.$37.8M
Employees15
Clients500
DateJul 2013
Total AUM$543.9M
Discretionary$506.1M
Non-Disc.$37.8M
Employees14
Clients500
DateMar 2013
Total AUM$509.8M
Discretionary$458.4M
Non-Disc.$51.4M
Employees13
Clients500
DateMar 2013
Total AUM$509.8M
Discretionary$458.4M
Non-Disc.$51.4M
Employees13
Clients500
DateJan 2013
Total AUM$491.3M
Discretionary$458.4M
Non-Disc.$32.9M
Employees13
Clients500
DateAug 2012
Total AUM$499.4M
Discretionary$447.2M
Non-Disc.$52.2M
Employees11
Clients500
DateMar 2012
Total AUM$465.3M
Discretionary$409.1M
Non-Disc.$56.2M
Employees11
Clients500
DateAug 2011
Total AUM$494.9M
Discretionary$444.6M
Non-Disc.$50.3M
Employees--
Clients--
DateMay 2011
Total AUM$370.5M
Discretionary$360.4M
Non-Disc.$10M
Employees--
Clients--
DateApr 2011
Total AUM$370.5M
Discretionary$360.4M
Non-Disc.$10M
Employees--
Clients--
DateFeb 2011
Total AUM$370.5M
Discretionary$360.4M
Non-Disc.$10M
Employees--
Clients--
DateSep 2010
Total AUM$370.5M
Discretionary$360.4M
Non-Disc.$10M
Employees--
Clients--
DateApr 2010
Total AUM$370.5M
Discretionary$360.4M
Non-Disc.$10M
Employees--
Clients--
DateMar 2010
Total AUM$370.5M
Discretionary$360.4M
Non-Disc.$10M
Employees10
Clients--
DateOct 2009
Total AUM$25.6M
Discretionary$0
Non-Disc.$25.6M
Employees10
Clients--
DateJul 2009
Total AUM$25.6M
Discretionary$0
Non-Disc.$25.6M
Employees10
Clients--