Capwealth Advisors, LLC

Investment Advisor
in Franklin, TN

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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

Series 66, Chartered Financial Analyst

Years Registered*

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Others

Office Location

4031 Aspen Grove Drive Suite 600
Franklin, TN 37067

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Capwealth Advisors, LLC Brokerage Details

Total Assets Under Management


TN Average: $730,596,643
Total Number of Employees


TN Average: 15
Total Number of Accounts


TN Average: 968
Average Account Size


TN Average: $754,749

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.*

2011 - Present (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.


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

Michael Vaught
Franklin, TN
Jason Krueger
Franklin, TN
Phoebe Venable
Franklin, TN
Hillary Stalker
Franklin, TN
Tracy Olive
Franklin, TN
Jennifer Pagliara
Franklin, TN
Michael Yarbrough
Franklin, TN
Ryan Hitt
Franklin, TN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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