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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

CAPWEALTH ADVISORS, LLC

CRD 148781

FRANKLIN, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2ddc7162-725f-84f7-6f36-7ec9522a5963

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 22
Dated events: 4
On other graphs: 0
Observed: Mar 1, 2012 to Mar 30, 2026
54 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.0BItem 5.F on the latest filing (2026-03-30); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.0B
Private client RAUM: $2.0BderivedItem 5.D individuals plus high net worth individuals
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 12
RAUM per advisor: $169Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 19
Advisory employees: 11
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2,798
Individual clients: 1,041
High net worth clients: 366
SEC number: 801-69908
CIK: 1531809
CRD: 148781
Filings on the tape: 54
First filed: Mar 1, 2012
Latest filed: Mar 30, 2026
Organised: Limited Liability Company, TN

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TIMOTHY JUDE PAGLIARA	n/a	FRANKLIN, TN	16	45	4	no
JENNIFER Pagliara Horton	n/a	FRANKLIN, TN	11	16	n/a	no
RYAN JOSEPH HITT	n/a	FRANKLIN, TN	11	26	n/a	no
TRACY ANN OLIVE	n/a	FRANKLIN, TN	11	30	n/a	no
DREW King O'CONNOR	Chartered Financial Analyst	FRANKLIN, TN	6	10	n/a	no
JASON A KRUEGER	n/a	FRANKLIN, TN	4	10	n/a	no
Hillary Marie Stalker	n/a	FRANKLIN, TN	3	11	1	no
Michael Harrison Vaught	n/a	FRANKLIN, TN	3	14	n/a	no
Blake Edward Harrison	Personal Financial Specialist	FRANKLIN, TN	1	11	n/a	no
Michael Dean Shahan	Certified Financial Planner	FRANKLIN, TN	1	15	2	no
Caleb Andrew Alexander	n/a	FRANKLIN, TN	0	11	n/a	no
PHOEBE JONES VENABLE	Chartered Financial Analyst	FRANKLIN, TN	0	23	4	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CAPWEALTH GROUP, LLC	Partnership	E	yes	06/2014	Mar 30, 2026	Mar 30, 2026
PAGLIARA, TIMOTHY, JUDE	Chairman	Na	yes	01/2013	Mar 30, 2026	Mar 30, 2026
VENABLE, PHOEBE, JONES	PRESIDENT, CHIEF EXECUTIVE OFFICER	Na	yes	01/2013	Mar 30, 2026	Mar 30, 2026
PAGLIARA, TIMOTHY, JUDE	Member	D	yes	06/2014	Mar 1, 2012	Sep 23, 2024
HITT, RYAN, JOSEPH	Cco	Na	no	01/2020	Mar 30, 2026	Mar 30, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 30, 2026	$2.0B	$2.0B	19	11	0	n/a	n/a
2024	Mar 26, 2025	$1.7B	$1.7B	16	11	0	n/a	n/a
2023	Mar 21, 2024	$1.4B	$1.3B	20	5	0	n/a	n/a
2022	Mar 27, 2023	$1.2B	$1.2B	18	12	0	n/a	n/a
2021	Mar 29, 2022	$1.4B	$1.3B	15	9	0	n/a	n/a
2020	Mar 30, 2021	$1.2B	$1.2B	15	9	0	n/a	n/a
2019	Mar 30, 2020	$1.2B	$1.2B	14	8	0	n/a	n/a
2018	Mar 31, 2019	$918M	$890M	15	8	0	n/a	n/a
2017	Mar 31, 2018	$821M	$798M	15	8	0	n/a	n/a
2016	Mar 7, 2017	$712M	$690M	12	7	n/a	n/a	n/a
2015	Feb 8, 2016	$633M	$609M	13	7	n/a	n/a	n/a
2014	Mar 30, 2015	$714M	$671M	15	9	n/a	n/a	n/a
2013	Mar 13, 2014	$680M	$639M	14	7	n/a	n/a	n/a
2012	Mar 5, 2013	$510M	$458M	13	7	n/a	n/a	n/a
2011	Mar 1, 2012	$465M	$409M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	1	0	8.3%	0	0	0	3	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.0B	$1.7B	19.1%	$1.2B	18.8%	19	16	0	0

Relationships

Registered with (16)

← PHOEBE JONES VENABLEAdvisorregistration: current employment
Jan 2, 2026 to presentfactForm ADV
← Caleb Andrew AlexanderAdvisorregistration: current employment
Dec 9, 2025 to presentfactForm ADV
← Michael Dean ShahanAdvisorregistration: current employment
Jul 17, 2025 to presentfactForm ADV
← Blake Edward HarrisonAdvisorregistration: current employment
Jun 30, 2025 to presentfactForm ADV
← Michael Harrison VaughtAdvisorregistration: current employment
Nov 8, 2022 to presentfactForm ADV
← Hillary Marie StalkerAdvisorregistration: current employment
Oct 21, 2022 to presentfactForm ADV
← JASON A KRUEGERAdvisorregistration: current employment
Sep 28, 2021 to presentfactForm ADV
← DREW King O'CONNORAdvisorregistration: current employment
Apr 22, 2020 to presentfactForm ADV
← TRACY ANN OLIVEAdvisorregistration: current employment
May 5, 2015 to presentfactForm ADV
← RYAN JOSEPH HITTAdvisorregistration: current employment
Mar 11, 2015 to presentfactForm ADV
← JENNIFER Pagliara HortonAdvisorregistration: current employment
Mar 9, 2015 to presentfactForm ADV
← TIMOTHY JUDE PAGLIARAAdvisorregistration: current employment
Dec 21, 2009 to presentfactForm ADV
← CHRIS CLARK STEVENSAdvisorregistration: previous registration
Sep 9, 2025 to Jan 20, 2026factForm ADV
← Michael Hunter YarbroughAdvisorregistration: previous registration
Apr 4, 2019 to Oct 1, 2024factForm ADV
← JOHN L LUEKENAdvisorregistration: previous registration
Aug 26, 2014 to Apr 15, 2020factForm ADV
← CHARLES MARK WILLOUGHBYAdvisorregistration: previous registration
Dec 22, 2009 to Apr 16, 2015factForm ADV

Affiliated with (1)

← CAPWEALTH INSIGHTS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Owns (1)

← HITT, RYAN, JOSEPHOwnerCCO, ownership code NA, individual
Mar 30, 2020 to Sep 23, 2024factForm ADV

Controls (3)

← VENABLE, PHOEBE, JONESOwnerPRESIDENT, CHIEF EXECUTIVE OFFICER, ownership code NA, individual
Mar 1, 2012 to Sep 23, 2024factForm ADV
← PAGLIARA, TIMOTHY, JUDEOwnerMEMBER, ownership code D, individual
Mar 1, 2012 to Sep 23, 2024factForm ADV
← CAPWEALTH GROUP, LLCOwnerPARTNERSHIP, ownership code E, domestic entity
Jun 30, 2014 to Sep 23, 2024factForm ADV

Dated events

Occurred
Jan 20, 2026
Advisor changed firm
Chris Clark Stevens left Capwealth Advisors, Llc for Stevens Investment Counsel Llc (registered 2026-07-23)
Form ADVobserved 6 days ago
Occurred
Mar 26, 2025
Regulatory AUM changed
Capwealth Advisors, Llc reported RAUM $1.7B, up 26% from $1.4B (2024-09-23 to 2025-03-26)
Form ADVobserved 6 days ago
$354M
Occurred
Oct 1, 2024
Advisor changed firm
Michael Hunter Yarbrough left Capwealth Advisors, Llc for Rfg Advisory, Llc (registered 2024-10-02)
Form ADVobserved 6 days ago
Occurred
Mar 30, 2020
Control person joined
Joseph Ryan Hitt (Cco) appeared on Schedule A of Capwealth Advisors, Llc
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2ddc7162-725f-84f7-6f36-7ec9522a5963
First observed: Mar 1, 2012
Last observed: Mar 30, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CAPWEALTH ADVISORS, LLC

CRD 148781

FRANKLIN, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2ddc7162-725f-84f7-6f36-7ec9522a5963

Data as of Mar 30, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:03 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TIMOTHY JUDE PAGLIARA

n/a

FRANKLIN, TN

JENNIFER Pagliara Horton

n/a

FRANKLIN, TN

n/a

RYAN JOSEPH HITT

n/a

FRANKLIN, TN

n/a

TRACY ANN OLIVE

n/a

FRANKLIN, TN

n/a

DREW King O'CONNOR

Chartered Financial Analyst

FRANKLIN, TN

n/a

JASON A KRUEGER

n/a

FRANKLIN, TN

n/a

Hillary Marie Stalker

n/a

FRANKLIN, TN

Michael Harrison Vaught

n/a

FRANKLIN, TN

n/a

Blake Edward Harrison

Personal Financial Specialist

FRANKLIN, TN

n/a

Michael Dean Shahan

Certified Financial Planner

FRANKLIN, TN

Caleb Andrew Alexander

n/a

FRANKLIN, TN

n/a

PHOEBE JONES VENABLE

Chartered Financial Analyst

FRANKLIN, TN

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CAPWEALTH GROUP, LLC

Partnership

yes

06/2014

Mar 30, 2026

PAGLIARA, TIMOTHY, JUDE

Chairman

yes

01/2013

Mar 30, 2026

VENABLE, PHOEBE, JONES

PRESIDENT, CHIEF EXECUTIVE OFFICER

yes

01/2013

Mar 30, 2026

PAGLIARA, TIMOTHY, JUDE

Member

yes

06/2014

Mar 1, 2012

Sep 23, 2024

HITT, RYAN, JOSEPH

Cco

01/2020

Mar 30, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 30, 2026

$2.0B

n/a

2024

Mar 26, 2025

$1.7B

n/a

2023

Mar 21, 2024

$1.4B

$1.3B

n/a

2022

Mar 27, 2023

$1.2B

n/a

2021

Mar 29, 2022

$1.4B

$1.3B

n/a

2020

Mar 30, 2021

$1.2B

n/a

2019

Mar 30, 2020

$1.2B

n/a

2018

Mar 31, 2019

$918M

$890M

n/a

2017

Mar 31, 2018

$821M

$798M

n/a

2016

Mar 7, 2017

$712M

$690M

n/a

2015

Feb 8, 2016

$633M

$609M

n/a

2014

Mar 30, 2015

$714M

$671M

n/a

2013

Mar 13, 2014

$680M

$639M

n/a

2012

Mar 5, 2013

$510M

$458M

n/a

2011

Mar 1, 2012

$465M

$409M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

8.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.0B

$1.7B

19.1%

$1.2B

18.8%