RIA Intel›Advisers›Tennessee›CAPITAL ADVISORS WEALTH MANAGEMENT, LLC

CAPITAL ADVISORS WEALTH MANAGEMENT, LLC

Advisory

TN

Data as of Apr 12, 2026 · Source: SEC Form ADV

Average account

$165K

across 87 accounts

AUM per adviser

$7M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 12, 2026.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients57

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAL, GA, TN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

57 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in TN

Closest by assets under management. All figures from Form ADV.

PRIVATE WEALTH GROUP, LLC

$14M

QUANTITATIVE SOLUTIONS, LLC

$14M

HAYS CAPITAL MANAGEMENT, LLC

$14M

THE STEWARDSHIP SOLUTION, LLC

$15M

TARRAGON CAPITAL, LLC

CHATTANOOGA, TN

$15M

EUGENE MAURY WADE, JR.

$15M

Get the full picture on CAPITAL ADVISORS WEALTH MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track CAPITAL ADVISORS WEALTH MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans