Capwealth Advisors, LLC

Investment Advisor
in Franklin, TN

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About this Advisor

Tracy Olive is a financial advisor operating in Franklin, Tennessee with 8 years of relevant experience. Olive is an employee of Capwealth Advisors, LLC. During their career, Olive has held roles at Capwealth Investment Services and Capwealth Advisors. Olive has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Tennessee. Capwealth Advisors, LLC is an advisory business headquartered in Franklin, TN. It handles $1 billion in total assets between its 1,946 accounts, making it one of the larger investment advisory firms in the country by assets under management. The firm advises 11 charitable organizations. Of its 1,946 client accounts, 31% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Capwealth Advisors, LLC performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management typically depend on which service is offered. However, fees billed by Capwealth Advisors, LLC most likely include any combination of asset-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 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

Tracy Olive Work History

Tracy has been registered as a financial advisor for 8 years.*

2010 - Present (14 years)

Capwealth Investment Services

2010 - Present (14 years)

Capwealth Advisors

*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 Tracy Olive 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
Hillary Stalker
Franklin, TN
Phoebe Venable
Franklin, TN
Michael Yarbrough
Franklin, TN
Jennifer Pagliara
Franklin, TN
Tracy Olive
Franklin, TN
Timothy Murphy
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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