# CAPWEALTH ADVISORS, LLC

CAPWEALTH ADVISORS, LLC of FRANKLIN, TN is an SEC-registered investment adviser.

## Registration

- CRD: 148781
- Type: SEC-registered investment adviser
- SEC file number: 801-69908
- Location: 4031 ASPEN GROVE DRIVE, SUITE 600, FRANKLIN, TN, 37067
- Phone: 615-778-0740
- Latest filing: 2026-03-30
- Regulatory AUM: $2.0B
- Discretionary AUM: $2.0B
- Non-discretionary AUM: $32.9M
- Clients: 19
- Accounts: 2,798

## Business model

- Compensation: % of AUM, Other
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Timothy Jude Pagliara | CHAIRMAN; MEMBER | — |
| Phoebe Jones Venable | PRESIDENT, CHIEF EXECUTIVE OFFICER | — |
| Ryan Joseph Hitt | CCO | — |
| MURPHY MICHAEL ROY | MEMBER; PARTNER | — |
| PAGLIARA TIMOTHY JUDE | CHAIRMAN; CHAIRMAN, CHIEF EXECUTIVE OFFICER; MANAGING MEMBER (+4 more) | — |
| ROLAND RAYMOND SCOTT | CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER; COO, CHIEF COMPLIANCE OFFICER (+1 more) | — |
| WILLOUGHBY CHARLES MARK | MEMBER; PARTNER | — |
| VENABLE PHOEBE JONES | MANAGING PRINCIPAL; PRESIDENT, CHIEF EXECUTIVE OFFICER; PRESIDENT, CHIEF EXECUTIVE OFFICER, CCO (+3 more) | — |
| HITT RYAN JOSEPH | CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/148781/brochure
- Similar advisers: https://search.stillhousedata.com/firm/148781/similar
- Related entities: https://search.stillhousedata.com/firm/148781/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/148781

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.