We specialize in preserving, growing and distributing assets over our clients’ lifetimes.
CapWealth is an independent, SEC-registered investment advisory firm based in Franklin, Tennessee, just 15 miles south of downtown Nashville. Being privately owned and managed allows us to personalize our strategies and solutions to better align with our clients’ needs and place a larger stake in their success. We provide investment advice and wealth management and planning services for every financial need for individuals, families, foundations and institutions.
We specialize in preserving, growing and distributing assets over our clients’ lifetimes. And with over $1 billion in assets under management and advisement, we are one of the nation’s leading independent wealth managers with clients across the country and around the world. As a firm, CapWealth relies on thought, not theory, in our investment strategies, and we are absolutely committed to accountability.
Timothy J. Pagliara founded the company that now operates as CapWealth in 2000. Tim, the Chairman and Chief Investment Officer, guides the company through his independently developed investment strategy, three decades worth of financial experience and his extensive business management skills
Tim’s partner, Phoebe Venable, CFA®, joined the firm in 2010 and serves as President and Chief Executive Officer. The firm’s advisors have diverse backgrounds that include securities, banking, law, equity trading, trust administration and investment industries. Both Tim and Phoebe have been nationally recognized by the likes of Barron’s magazine, The Wall Street Journal and the Financial Times for their success.
Principles & Differentiators
Choosing a financial advisor and wealth manager is an important decision and no easy task. That individual and/or firm must accurately understand the vision and purpose of your wealth. We encourage you to do your due diligence before committing to one.
We focus on our clients’ individual long-term needs and work to achieve their goals with commitment, integrity and credibility. That’s why our clients trust us. We don’t take that lightly, so we will continue to work in ways that keep and strengthen that trust. Truly superb, comprehensive asset and wealth management and advising can only be accomplished this way.
A Higher Standard
We hold ourselves to a higher ethical standard and operate more efficiently and with better internal controls than many other firms. How so? Because we comply with a rigorous set of performance-reporting guidelines called Global Investment Performance Standards, also known as GIPS®.
Earning and keeping the trust of clients compels us to remain actively involved in our community. Serving the wealth and financial legacy needs of a community’s citizens is critical to the well-being and future of a community. And we’re happy to provide our intellectual and monetary support to many worthwhile organizations.