Summary
CapWealth Advisors LLC
Founded in 2000
Description
CapWealth is a fee-based independent Registered Investment Advisory firm offering wealth management and reporting solutions to grow legacies.
Strengths
- CapWealth Advisors LLC has a strong market share in their industry
- Revenue generated per employee is greater than industry average
- Demonstrating revenue growth that is faster than the industry average
- The number of employees is growing faster than the industry average
Weaknesses
- Variance of revenue growth is more than the industry average
- Since CapWealth Advisors LLC was founded, the company has experienced slower revenue growth than the industry average
Annual Revenue
CapWealth Advisors LLC's annual revenue
$5439000
Based on Kona Equity data
-
Revenue per employee
$217560
-
Variance of revenue growth
0.33
-
Annual revenue growth since founding
$226625
-
Revenue growth rate from first known quarter to current
8.4%
Employee Count
25 employees
-
Employee growth rate from first known quarter to current
63.6%
Executives
Hunter Yarbrough
Vice President
h**@capwealthgroup.comTim Murphy
Managing Director
t**@capwealthgroup.comMichael Tambini
Director, Investment Management Planning
m**@capwealthgroup.comHillary Stalker
Executive Vice President & Financial Advisor
h**@capwealthgroup.comTimothy Pagliara
Founder & Chairman & Chief Investment Officer
t**@capwealthgroup.comMarci Waters
Client Relationship Manager
m**@capwealthgroup.comRonald Caputo
Senior Relationship Manager
r**@capwealthgroup.comPhoebe Venable
CEO
p**@capwealthgroup.comDrew O'Connor
Portfolio Manager
d**@capwealthgroup.comDakota Weatherford
Director, Marketing & Communications
d**@capwealthgroup.comSusan Stotler
Accounting Chief of Staff
s**@capwealthgroup.comSharon Limpus
Assistant Director, Client Services
s**@capwealthgroup.comDom Caprarola
Investment Research Planning Specialist
d**@capwealthgroup.comTraci Olive
Executive Vice President
t**@capwealthgroup.comMark Caprarola
Principal Partner
m**@capwealthgroup.comRyan Hitt
Executive Vice President & Chief Compliance Officer
r**@capwealthgroup.comStacey Yancy
Director, Client Services
s**@capwealthgroup.comHerbert Lock
Managing Director
h**@capwealthgroup.comDrew Connor
Portfolio Manager
d**@capwealthgroup.comPhone Advisors
President & Chief Executive Officer
p**@capwealthgroup.comJason Krueger
Client Services Specialist
j**@capwealthgroup.comGrant Stark
Director, Research
g**@capwealthgroup.comCaleb Alexander
Chief Financial Officer
c**@capwealthgroup.comG Score - 4
The G Score is an eight-point scale where firms are given a score of 1 for each of the criteria that they pass. The G score compares a company against the industry median to find those that are healthy and growing.
- G1 Revenue is greater than the industry median.
- G2 Income per employee more than industry average.
- G3 Revenue growth rate from the first known quarter to current is higher than the industry average.
- G4 Employee growth rate from the first known quarter to current is higher than the industry average.
Location
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Key Information
- Name: CapWealth Advisors LLC
- Category: Investment management
- Industry: Financial Consultant
- SIC: 62; 6211
- NAICS: 523; 5231
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Firmographic data G Score of 4 Founded in 2000 SIC: 62 SIC: 6211 NAICS: 523 NAICS: 5231 #Finance #Investment Banking #Brokerage
Frequently Asked Questions
CapWealth Advisors LLC's headquarters are located at 3000 Meridian Blvd. Ste. 250 Franklin, TN 37067.
CapWealth Advisors LLC's official website is capwealthgroup.com
CapWealth Advisors LLC's annual revenue is $5.4 M.
CapWealth Advisors LLC's SIC: 62; 6211
CapWealth Advisors LLC's NAICS: 523; 5231.
CapWealth Advisors LLC has 25 employees
CapWealth Advisors LLC is in the industry of Investment management.
