CAPWEALTH ADVISORS, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Tennessee, United States

Employees

Total Number of Employees	20
Investment Advisory/Research	5
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	1
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	1,970	$1.3B
Non-Discretionary	22	$17.0M
Total	1,992	$1.4B

Clients

Type	Number	RAUM
Individuals	524	$208.9M
HNW Individuals	297	$1.1B
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	13	$19.5M
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	834
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	51-100

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesFINANCIAL CONSULTING RELATED TO ALTERNATIVE INVESTMENTS
Compensation	% of AUMADMINISTRATIVE FEES

Identifiers

SEC RIA File Number	801-69908
SEC ERA File Number	801-69908
SEC CIK Numbers	1531809
SEC CRD Numbers	148781
Legal Entity Identifier	None

Principal Office

4031 ASPEN GROVE DRIVE
SUITE 600
FRANKLIN
TN
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic