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Capwealth Advisors, LLC
CapWealth Advisors, LLC is an SEC-registered investment adviser headquartered in Franklin, Tennessee. Founded in 2011, the firm provides asset management and financial planning services primarily to individuals, including high net worth clients, as well as charitable organizations. As of 2025, CapWealth has approximately 16-20 employees and manages over $1.9 billion in assets, serving clients who seek personalized investment and wealth management solutions.
Investment Strategy
CapWealth Advisors employs a discretionary investment approach focusing on long-term growth and capital preservation. The firm primarily manages portfolios for individuals and families, including high net worth clients, emphasizing diversification across equities and fixed income. Their philosophy centers on a disciplined, research-driven process tailored to client objectives, with a strong commitment to fiduciary responsibility and client education. Allocation strategies are developed based on individual risk tolerance, time horizons, and financial goals, with ongoing monitoring and adjustment to optimize results.
Latest 13F Filing Activity
Capwealth Advisors, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 105 equity positions and 1 options positions with a total 13F market value of $1B. The fund increased holdings in FB Finl Corp. Com, Unitedhealth Group Inc. Com, Lumen Technologies Inc. Com among other positions. Capwealth Advisors, LLC reduced exposure to Fortinet Inc. Com, Netflix Inc. Com, International Business Machs Com among others.
Top Holdings
Equity Positions (105)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PLTR | PALANTIR TECHNOLOGIES INC CL A | 5.28% | $58.5M | 320,906 | $18.80 | $182.42 | +$2.7M |
W WMB | WILLIAMS COS INC COM | 4.45% | $49.4M | 779,136 | $28.19 | $63.35 | -$552.1K |
M MSFT | MICROSOFT CORP COM | 4.29% | $47.6M | 91,939 | $69.16 | $517.95 | +$1.5M |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 3.58% | $39.7M | 79,011 | $226.30 | $502.74 | -$696.5K | |
G GLW | CORNING INC COM | 3.49% | $38.8M | 472,518 | $21.70 | $82.03 | +$13.8M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
L LUMN | LUMEN TECHNOLOGIES INC COM | — | Call | $3.1M | 5,000 | $6.12 | $2.76 | 0 | +$870.0K |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager | Nashville, TN , United States | |
 | Research Analyst | Franklin, TN , United States | |
 | Portfolio Manager | Nashville, TN , United States |
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