Where are CapWealth employees located globally?

CapWealth has employees across 2 continents and 2 countries including Sri Lanka, United States Of America.

How has CapWealth's team size changed over time?

CapWealth's team has decreased from approximately 24 to 21 employees based on available data.

CapWealth Employee Directory

Investment ManagementTennessee, United States11-50 Employees

CapWealth is an independent registered investment advisory firm based in Franklin, Tennessee, founded in 2000. It delivers wealth management solutions aimed at preserving, growing, and distributing clients' assets over their lifetimes. The firm emphasizes clear, thorough financial information and accountability in its investment process, seeking to balance complexity with accessible guidance. CapWealth manages more than $1.8 billion in client assets and operates as a privately owned, independently managed firm.

It provides portfolio management, retirement and estate planning, trust consultation, comprehensive personal financial planning, and wealth education, while adhering to Global Investment Performance Standards. In 2025, CapWealth expanded CapWealth Insights, LLC with new leadership, naming Christopher Stevens as executive vice president and financial advisor.

CapWealth Global Highlights

North America
27

United States Of America
27

Asia
1

Sri Lanka
1

CapWealth's Leadership

B. H.
Executive Vice President, Wealth Management
Mobile Phone
Email
M. C.
Principal Partner
Mobile Phone
Email
A. B.
Mobile Phone
Email

CapWealth Employee Metrics

100%

50%

2026

2025

Banking
Business
Finance
Accounting
Administrative
Other
Community & Social Services

Contact profiles from CapWealth

Name

Title

Contact Info

Location

Last Update

B. H.
Executive Vice President, Wealth Management
Mobile Phone
Email
Jun 01, 2026
M. C.
Principal Partner
Mobile Phone
Email
Oct 22, 2024
A. B.
Mobile Phone
Email
May 05, 2024

Frequently Asked Questions

What is CapWealth known for?

CapWealth was founded in 2000 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-615-778-****

. Explore CapWealth's company overview page for more information.

What is CapWealth's most common email format?

CapWealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more CapWealth email formats with LeadIQ.

How many employees does CapWealth have currently?

CapWealth has approximately 20 employees as of August 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are CapWealth's key employees and leadership?

As of August 2026, CapWealth's key employees include:

Executive Vice President, Wealth Management: B. H.
Principal Partner: M. C.
: A. B.

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CapWealth Employee Directory

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