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Our Team

We specialize in preserving, growing and distributing assets over our clients’ lifetimes.

About Us

CapWealth Advisors is an independent, SEC-registered investment advisory firm based in Franklin, Tennessee, just 15 miles south of downtown Nashville. Being privately owned and managed allows us to personalize our strategies and solutions to better align with our clients’ needs and place a larger stake in their success. We provide investment advice and wealth management and planning services for every financial need for individuals, families, foundations and institutions.

We specialize in preserving, growing and distributing assets over our clients’ lifetimes. And with over $1 billion in assets under management and advisement, we are one of the nation’s leading independent wealth managers with clients across the country and around the world. As a firm, CapWealth Advisors relies on thought, not theory, in our investment strategies, and we are absolutely committed to accountability.

A photo of three CapWealth team members
A photo of Tim and Phoebe at a table

Our Leadership

Timothy J. Pagliara founded the company that now operates as CapWealth Advisors, LLC, in 2000. Tim, the Chairman and Chief Executive Officer, guides the company through his independently developed investment strategy, three decades worth of financial experience and his extensive business management skills

Tim’s partner, Phoebe Venable, CFA®, joined the firm in 2010 and serves as President and Chief Operating Officer. The firm’s advisors have diverse backgrounds that include securities, banking, law, equity trading, trust administration and investment industries. Both Tim and Phoebe have been nationally recognized by the likes of Barron’s magazine, The Wall Street Journal and the Financial Times for their success.

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Holiday Calendar

NYSE, NYSE MKT, NYSE Amex Options, NYSE Arca, NYSE Arca Options, and NYSE Bonds will observe U.S. holidays as listed below. Although NYSE Arca follows the same holiday schedule as the NYSE, on days when the NYSE closes early, NYSE Arca hours may vary due to its extended trading day.

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