Phoebe
Venable
Capwealth Advisors, LLC
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About this Advisor
Phoebe Venable is a chartered financial analyst based out of Franklin, Tennessee who has 12 years of industry experience. Venable works at Capwealth Advisors, LLC. They have spent their complete time as a financial advisor at Capwealth Advisors, Llc. Venable holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Tennessee. Capwealth Advisors, LLC is a company operating out of Franklin, TN. It has $1 billion in assets between its 1,946 accounts, making it one of the bigger investment advisory firms in the nation by assets under management. The firm advises 11 charities and foundations. Of its 1,946 accounts, 31% are associated with high-net-worth individuals who have at least $1 million in investable assets. Capwealth Advisors, LLC offers a few services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees typically are based on the type of services offered. Fees billed by Capwealth Advisors, LLC likely include asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capwealth Advisors, LLC Brokerage Details
$1,209,907,766
18
1,946
$621,741
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Phoebe Venable Work History
Phoebe has been registered as a financial advisor for 12 years.*
Capwealth Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Phoebe Venable to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Capwealth Advisors, LLC
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
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