DFX Intelligence

Data Factory

RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM none

CAPWEALTH INSIGHTS, LLC

CRD 168798

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:64a7fcb7-fa20-8157-1fb2-1d3c749fe241

Data as of Oct 5, 2020 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Oct 29, 2013 to Oct 5, 2020
15 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: former SEC adviserderivedabsent from the latest SEC roster
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 4
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
High net worth clients: 1
SEC number: 801-78769
CRD: 168798
Filings on the tape: 15
First filed: Oct 29, 2013
Latest filed: Oct 5, 2020
Organised: Limited Liability Company, Tennessee

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	Jun 27, 2014	Oct 5, 2020
PAGLIARA, TIMOTHY, JUDE	MANAGING MEMBER	D	yes	06/2014	Oct 29, 2013	Oct 5, 2020
PAGLIARA, TIMOTHY, JUDE	CEO, MANAGING MEMBER	Na	yes	09/2013	Oct 29, 2013	Oct 5, 2020
VENABLE, PHOEBE, JONES	PRESIDENT & COO & CCO	Na	yes	02/2014	Mar 10, 2014	Oct 5, 2020

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
CAPWEALTH ADVISORS, LLC	n/a	Independent wealth	$2.0B	N	yes	n/a

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

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2019	Mar 30, 2020	n/a	n/a	4	4	0	n/a	n/a
2018	Mar 31, 2019	n/a	n/a	5	4	0	n/a	n/a
2017	Mar 30, 2018	n/a	n/a	5	4	0	n/a	n/a
2016	Mar 1, 2017	n/a	n/a	5	4	n/a	n/a	n/a
2015	Feb 4, 2016	n/a	n/a	4	3	n/a	n/a	n/a
2014	Feb 17, 2015	n/a	n/a	4	2	n/a	n/a	n/a
2013	Mar 10, 2014	$0	$0	4	2	n/a	n/a	n/a

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
2019	n/a	n/a	n/a	n/a	n/a	4	5	0	0

Relationships

Affiliated with (1)

→ CAPWEALTH ADVISORS, LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (3)

← VENABLE, PHOEBE, JONESOwnerPRESIDENT & COO & CCO, ownership code NA, individual
Mar 10, 2014 to presentfactForm ADV
← PAGLIARA, TIMOTHY, JUDEOwnerMANAGING MEMBER, ownership code D, individual
Oct 29, 2013 to presentfactForm ADV
← CAPWEALTH GROUP, LLCOwnerPARTNERSHIP, ownership code E, domestic entity
Jun 27, 2014 to presentfactForm ADV

Registered with (2)

← PHOEBE JONES VENABLEAdvisorregistration: previous registration
Mar 24, 2020 to Jan 11, 2021factForm ADV
← TIMOTHY JUDE PAGLIARAAdvisorregistration: previous registration
Mar 24, 2020 to Jan 11, 2021factForm ADV

Dated events

Occurred
Oct 29, 2013
First Form ADV filing
Wealthnav Financial Solutions, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:64a7fcb7-fa20-8157-1fb2-1d3c749fe241
First observed: Oct 29, 2013
Last observed: Oct 5, 2020 72 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 INSIGHTS, LLC

CRD 168798

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:64a7fcb7-fa20-8157-1fb2-1d3c749fe241

Data as of Oct 5, 2020 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:42 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CAPWEALTH GROUP, LLC

Partnership

yes

06/2014

Jun 27, 2014

Oct 5, 2020

PAGLIARA, TIMOTHY, JUDE

MANAGING MEMBER

yes

06/2014

Oct 29, 2013

Oct 5, 2020

PAGLIARA, TIMOTHY, JUDE

CEO, MANAGING MEMBER

yes

09/2013

Oct 29, 2013

Oct 5, 2020

VENABLE, PHOEBE, JONES

PRESIDENT & COO & CCO

yes

02/2014

Mar 10, 2014

Oct 5, 2020

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

CAPWEALTH ADVISORS, LLC

n/a

Independent wealth

$2.0B

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Mar 30, 2020

n/a

2018

Mar 31, 2019

n/a

2017

Mar 30, 2018

n/a

2016

Mar 1, 2017

n/a

2015

Feb 4, 2016

n/a

2014

Feb 17, 2015

n/a

2013

Mar 10, 2014

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

n/a