CapWealth is an independent, SEC-registered investment advisory firm based in Franklin, known for its personalized, client-first approach. As a privately owned and managed firm, CapWealth is able to tailor investment strategies and wealth management solutions to meet the unique needs of each client, including individuals, families, foundations and institutions.

 

The commitment to doing right by clients can be traced back to even before Chairman and Chief Investment Officer Tim Pagliara ever had dreams of starting his own company. While studying at St. Louis University School of Law, Tim worked with Edward Jones, where he uncovered a fraud against a high-profile client. His efforts to remedy this injustice taught him the importance of placing clients’ needs above all else—a principle that would later become a cornerstone of CapWealth.

 

Tim ultimately shifted his career focus from law to investment, establishing Edward Jones' first Nashville office in 1983 before founding what would become CapWealth. He partnered with Tim Murphy, CFP®, a seasoned expert with experience across securities, banking and investment. 

 

In 2010, Phoebe Venable, CFA, joined the firm after a storied career with SunTrust Bank and GenSpring Family Offices. She currently serves as President and Chief Executive Officer. CapWealth has continued to grow and build a team of designated CFP and CFA experts to ensure their clients receive some of the highest standards the industry has to offer.

CapWealth’s commitment to fully understanding each client’s financial picture is evident in their consultation approach. In initial meetings, they don’t just discuss numbers—they listen to your goals, fears, and aspirations, creating a truly customized plan designed to have lasting impact.

 

Unlike many large wealth management firms, CapWealth doesn’t adhere to Modern Portfolio Theory. Instead, CapWealth’s approach adapts to shifting markets, prioritizing resilience and optimizing your legacy.

 

“Our competitors might hear what you say, but at CapWealth, we truly listen,” says Tim.

 

They take their responsibility seriously, with a promise to always act in your best interests, grounded in unwavering integrity and a dedication to customer service excellence.