Capwealth Advisors, LLC

Overview

Capwealth Advisors, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2009. The firm serves both individual and family clients as well as institutional relationships, offering financial planning and portfolio management for individuals and small businesses. Its compensation model includes a percentage-of-AUM component alongside other fee arrangements. Regulatory filings list the firm as not acting as a capital allocator, not engaged in pension consulting, and not operating as a multi-state adviser; it does not identify as an active ESG investor. The firm has received industry recognition, including placement on the Financial Times Top 300 RIA Firms list in 2020 and inclusion in Forbes’ lists of America’s Top RIA Firms in 2023 and Top RIA Firms in 2024.

Assets & Accounts

Public Holdings

Investments & Alternatives