Top Wealth + Best-in-State · rank 1 · Franklin, Tennessee · listed firm: CapWealth
Identity & firm
- Firm — CapWealth (high)
- “Tim Pagliara is the founder, chairman, and chief investment officer of CapWealth, an independent, SEC-registered investment advisory firm based near Nashville, Tennessee.” — firm_official
- Parent company — independent (high)
- “Tim Pagliara is the founder, chairman, and chief investment officer of CapWealth, an independent, SEC-registered investment advisory firm based near Nashville, Tennessee.” — firm_official
- Firm type — independent_ria (high)
- “Tim Pagliara is the founder, chairman, and chief investment officer of CapWealth, an independent, SEC-registered investment advisory firm based near Nashville, Tennessee.” — firm_official
- Team name — CapWealth (medium)
- “Our Financial Advisors Team, Led by Tim Pagliara - CapWealth” — firm_official
- Team size — 18 (medium)
- “Tim Pagliara – Founder, Chairman and Chief Investment Officer” — firm_official
- CRD — 733637 (medium)
- “TIMOTHY JUDE PAGLIARA - BrokerCheck” — sec_finra_regulatory
- Years experience — 45 (medium)
- “Tim formed CapWealth in Franklin in early 2000 after nearly 20 years of experience in the financial industry.” — firm_official
- Designations — JD (medium)
- “He earned his undergraduate and law degrees from St. Louis University and is a graduate of the University of Pennsylvania's Wharton School Securities Industry Institute.” — firm_official
Book of business
- Team AUM ($M) — 1800 (high)
- “"Team Assets (Custodied)":"$1.8B"” — forbes_shook
- Account minimum ($M) — 1 (high)
- “"Minimum account size for new business":"$1M"” — forbes_shook
- Typical client net worth ($M) — 6.5 (high)
- “"Typical Net Worth of Relationships":"$3-10M"” — forbes_shook
- Client niche — individuals, families and foundations seeking lifetime asset preservation and distribution (medium)
- “We specialize in preserving, growing and distributing assets over our clients' lifetimes.” — firm_official
- Custodians — gap: not_found_after_search
- Fee model — aum_fee (low)
- “Tim Pagliara is the founder, chairman, and chief investment officer of CapWealth, an independent, SEC-registered investment advisory firm based near Nashville, Tennessee.” — firm_official
Positioning & marketing
- Website url — https://www.capwealthgroup.com/our-team/timothy-pagliara (high)
- “Timothy Pagliara – Founder, Chairman & CIO | CapWealth” — firm_official
- Value proposition (verbatim) — We specialize in preserving, growing and distributing assets over our clients' lifetimes. (high)
- “We specialize in preserving, growing and distributing assets over our clients' lifetimes.” — firm_official
- Differentiators — Choose a different kind of investment firm that empowers you, Privately-owned and managed entity, Manages nearly $2 billion in assets, 25+ years of client service, Award Winning Financial Advisors in Franklin (medium)
- “Take charge of your finances with our full range of financial solutions and investment strategies.” — firm_official
- Content marketing — active (medium)
- “CapWealth's Pagliara Named One of America's Top Wealth Advisors” — firm_official
- Has podcast — no (medium)
- “AM17: Tim Pagliara, Founder & Chairman of CapWealth” — general_press
- Books published — 1 (high)
- “Another Big Lie: How the Government Stole Billions From The American Dream Of Home Ownership. And Got Caught!” — general_press
- Linkedin url — gap: not_found_after_search
- Social presence — gap: not_found_after_search
- Press awards — Barron's Top Advisor — #1 in Tennessee, Forbes Best-In-State Wealth Advisors #1 Tennessee, Named a top financial advisor in Tennessee numerous times by Barron's and Forbes (high)
- “named a top financial advisor in Tennessee numerous times by Barron's and Forbes” — firm_official
- “CapWealth Advisors Founder Named No. 1 Financial Advisor in Tennessee by Forbes, Barron's” — general_press
Visual brand
- Has distinct logo — yes (high)
- Logo url — https://irp.cdn-website.com/686e5464/dms3rep/multi/opt/CW_New_white_color-1920w.png (high)
- Visual brand notes — Dark navy/charcoal backgrounds with white type and a warm orange accent; clean professional sans-serif; corporate headshots and office/team photography. Conservative, trust-focused. (medium)
- “Discover the Difference with CapWealth Wealth Management Services” — firm_official
