Capwealth Advisors, LLC

Overview

Capwealth Advisors, LLC is an independent registered investment adviser formed in 2009 that serves individuals, families and institutional clients. The firm provides financial planning and discretionary portfolio management for individuals and small businesses and charges clients on a percentage-of-AUM basis (with some engagements described as “other” fee arrangements). Capwealth reports it is not an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant. The firm uses third-party alternative fund managers rather than operating as a capital allocator. Capwealth has been recognized in industry rankings, including placement among Financial Times’ Top 300 RIA Firms (2020) and listings in Forbes’ America’s Top RIA Firms (2023) and Top RIA Firms (2024). Its custody relationship is concentrated at Charles Schwab & Co., Inc., where it reports holding the bulk of its client assets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices