Back to News

Media & Press Coverage

CapWealth has been featured in and received recognition from a number of publications over the years.

In 2018, CapWealth Founder, Chairman and Chief Investment Officer Tim Pagliara was named No. 1 Financial Advisor in Tennessee by Barron’s Magazine at the same time as being named No. 1 Wealth Advisor in Tennessee by Forbes Magazine. While he has earned the top spot in Barron’s annual state-by-state ranking five times prior to this year (consecutively from 2012 to 2016), this was the first time he had ever held two national No. 1 rankings at the same time.

In 2017, Jennifer Pagliara, CFP®, was named to Forbes’ Top Millennial Advisors, joining a list of 500 of the country’s top next-gen advisors.

The firm has also been recognized by The Financial Times as one of the Top 300 RIAs in 2014, and CapWealth President and CEO Phoebe Venable was named one of The Financial Times’ Top 100 Women Financial Advisors that same year.

The firm and its advisors have also been featured in, interviewed for and submitted columns in many publications, including Barron’s Magazine, The Wall Street Journal, The Washington Post, The Hill, The Tennessean and RIABiz Magazine, just to name a few.

Find a list of all recognition and feature articles below.

Barron’s Magazine

Forbes Magazine

Nashville Business Journal

RIABiz Magazine

The Financial Times

The Hill

The Tennessean

The Wall Street Journal

The Washington Post

Other publications CapWealth has been featured in include Sports & Entertainment: Nashville, Reuters, Bloomberg, N’Focus Magazine, Williamson AM, VIP Magazine, CNBC, Registered Representative Magazine, On Wall Street Magazine, Her Magazine, Y()UR Magazine, Williamson Social and Nashville Post.

Download Forms

CapWealth Advisors

Form to Download Form to Download Form to Download Form to Download

Sterne Agee

Form to Download Form to Download Form to Download Form to Download

American Funds

Form to Download Form to Download Form to Download Form to Download

C. Schwab

Form to Download Form to Download Form to Download Form to Download

×
Holiday Calendar

NYSE, NYSE MKT, NYSE Amex Options, NYSE Arca, NYSE Arca Options, and NYSE Bonds will observe U.S. holidays as listed below. Although NYSE Arca follows the same holiday schedule as the NYSE, on days when the NYSE closes early, NYSE Arca hours may vary due to its extended trading day.

×