CAPWEALTH INSIGHTS, LLC
CRD #168798 SEC #801-78769 FRANKLIN, TN 615-778-0740
SEC Registered
Total AUM
--
Discretionary
--
Employees
4
Clients
0
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Tennessee
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 26, 2020
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PAGLIARA, TIMOTHY, JUDE | I | CEO, MANAGING MEMBER | NA | Control |
| PAGLIARA, TIMOTHY, JUDE | I | CEO, MANAGING MEMBER | NA | Control |
| PAGLIARA, TIMOTHY, JUDE | I | CEO, MANAGING MEMBER | NA | Control |
| PAGLIARA, TIMOTHY, JUDE | I | CEO, MANAGING MEMBER | NA | Control |
| PAGLIARA, TIMOTHY, JUDE | I | CEO, MANAGING MEMBER | NA | Control |
| PAGLIARA, TIMOTHY, JUDE | I | CEO, MANAGING MEMBER | NA | Control |
| PAGLIARA, TIMOTHY, JUDE | I | CEO, MANAGING MEMBER | NA | Control |
| PAGLIARA, TIMOTHY, JUDE | I | CEO, MANAGING MEMBER | NA | Control |
| PAGLIARA, TIMOTHY, JUDE | I | CEO, MANAGING MEMBER | NA | Control |
| PAGLIARA, TIMOTHY, JUDE | I | CEO, MANAGING MEMBER | NA | Control |
| PAGLIARA, TIMOTHY, JUDE | I | CEO, MANAGING MEMBER | NA | Control |
| PAGLIARA, TIMOTHY, JUDE | I | CEO, MANAGING MEMBER | NA | Control |
| ROLAND, RAYMOND, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROLAND, RAYMOND, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROLAND, RAYMOND, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROLAND, RAYMOND, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROLAND, RAYMOND, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROLAND, RAYMOND, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROLAND, RAYMOND, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROLAND, RAYMOND, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ROLAND, RAYMOND, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SATYSHUR, ROBIN, LEA | I | PRESIDENT AND COO | NA | Control |
| SATYSHUR, ROBIN, LEA | I | PRESIDENT AND COO | NA | Control |
| VENABLE, PHOEBE, JONES | I | PRESIDENT & COO | NA | Control |
| VENABLE, PHOEBE, JONES | I | PRESIDENT & COO | NA | Control |
| VENABLE, PHOEBE, JONES | I | PRESIDENT & COO | NA | Control |
| VENABLE, PHOEBE, JONES | I | PRESIDENT & COO | NA | Control |
| VENABLE, PHOEBE, JONES | I | PRESIDENT & COO | NA | Control |
| VENABLE, PHOEBE, JONES | I | PRESIDENT & COO | NA | Control |
| VENABLE, PHOEBE, JONES | I | PRESIDENT & COO | NA | Control |
| VENABLE, PHOEBE, JONES | I | PRESIDENT & COO & CCO | NA | Control |
| VENABLE, PHOEBE, JONES | I | PRESIDENT & COO & CCO | NA | Control |
| VENABLE, PHOEBE, JONES | I | PRESIDENT & COO & CCO | NA | Control |
| VENABLE, PHOEBE, JONES | I | PRESIDENT & COO & CCO | NA | Control |
| VENABLE, PHOEBE, JONES | I | PRESIDENT & COO & CCO | NA | Control |
| VENABLE, PHOEBE, JONES | I | PRESIDENT & COO & CCO | NA | Control |
| CAPWEALTH GROUP, LLC | DE | PARTNERSHIP | E | Control |
| CAPWEALTH GROUP, LLC | DE | PARTNERSHIP | E | Control |
| CAPWEALTH GROUP, LLC | DE | PARTNERSHIP | E | Control |
| CAPWEALTH GROUP, LLC | DE | PARTNERSHIP | E | Control |
| CAPWEALTH GROUP, LLC | DE | PARTNERSHIP | E | Control |
| CAPWEALTH GROUP, LLC | DE | PARTNERSHIP | E | Control |
| CAPWEALTH GROUP, LLC | DE | PARTNERSHIP | E | Control |
| CAPWEALTH GROUP, LLC | DE | PARTNERSHIP | E | Control |
| CAPWEALTH GROUP, LLC | DE | PARTNERSHIP | E | Control |
| CAPWEALTH GROUP, LLC | DE | PARTNERSHIP | E | Control |
| CAPWEALTH GROUP, LLC | DE | PARTNERSHIP | E | Control |
| CAPWEALTH GROUP, LLC | DE | PARTNERSHIP | E | Control |
| PAGLIARA, TIMOTHY, JUDE | I | CEO, MANAGING MEMBER | E | Control |
| PAGLIARA, TIMOTHY, JUDE | I | CEO | E | Control |
| PAGLIARA, TIMOTHY, JUDE | I | CEO, MANAGING MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| PAGLIARA, TIMOTHY, JUDE | I | CAPWEALTH GROUP, LLC | D | Control |
| PAGLIARA, TIMOTHY, JUDE | I | CAPWEALTH GROUP, LLC | D | Control |
| PAGLIARA, TIMOTHY, JUDE | I | CAPWEALTH GROUP, LLC | D | Control |
| PAGLIARA, TIMOTHY, JUDE | I | CAPWEALTH GROUP, LLC | D | Control |
| PAGLIARA, TIMOTHY, JUDE | I | CAPWEALTH GROUP, LLC | D | Control |
| PAGLIARA, TIMOTHY, JUDE | I | CAPWEALTH GROUP, LLC | D | Control |
| PAGLIARA, TIMOTHY, JUDE | I | CAPWEALTH GROUP, LLC | D | Control |
| PAGLIARA, TIMOTHY, JUDE | I | CAPWEALTH GROUP, LLC | D | Control |
| PAGLIARA, TIMOTHY, JUDE | I | CAPWEALTH GROUP, LLC | D | Control |
| PAGLIARA, TIMOTHY, JUDE | I | CAPWEALTH GROUP, LLC | D | Control |
| PAGLIARA, TIMOTHY, JUDE | I | CAPWEALTH GROUP, LLC | D | Control |
| PAGLIARA, TIMOTHY, JUDE | I | CAPWEALTH GROUP, LLC | D | Control |
Registrations
Federal
IA
Jun 26, 2020 REGISTERED
Notice Filings (1)
TN
Address
3000 MERIDIAN BLVDSUITE 250
FRANKLIN, TN 37067
United States
Phone: 615-778-0740