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About
Brian Cook is a Founder and Partner at Capital Wealth Advisors, Inc. based in Nashville, Tennessee, where he leads strategic client relationships and oversees wealth management operations for a diverse clientele. His responsibilities include guiding high-net-worth individuals, families, and business owners with customized investment strategies and comprehensive financial planning. Brian specializes in multi-asset portfolio construction, including equities, fixed income, and alternative investments.
With over two decades of experience in the investment advisory sector, Brian has played a key role in building Capital Wealth Advisors' regional presence and has developed expertise in portfolio management, retirement planning, and risk mitigation strategies. Though detailed coverage of specific sectors or industries is not publicly disclosed, his role indicates a broad focus across asset classes tailored to client objectives.
Brian holds a Bachelor of Science in Business Administration with a concentration in Finance from the University of Tennessee, Knoxville. His commitment to fiduciary standards and client-focused results is reflected in his longstanding reputation in the Nashville financial advisory community.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Capital Wealth Advisors, LLC | Partner | Unknown to Present | — |
Education
University of Tennessee
2002
University of Tennessee, Knoxville
Bachelors, Business Administration, Finance
1998 — 2002
Hendersonville High School
2000
Skills & Expertise
Others at Cwa Asset Management Group, LLC (6)
| Name | Role | Location |
|---|---|---|
B Blaine Ferguson | Partner | Naples, FL , United States |
| Chief Investment Officer and Managing Partner | Naples, FL , United States | |
M Matt Hickey | Partner | Omaha, NE , United States |
| Partner | Charlotte, NC , United States | |
| Associate Trader | Fort Myers, FL , United States | |
| Associate Trader | Fort Myers, FL , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Portfolio Manager | Moran Wealth Management, LLC | Naples, FL , United States | |
| Investment Analyst | Moran Wealth Management, LLC | Naples, FL , United States | |
E Eric Weissman | VP | Private Capital Management, LLC | Miami Beach, FL , United States |
| Managing Principal | Private Capital Management, LLC | Denver, CO , United States |