CAPWEALTH ADVISORS Overview

Capwealth Advisors Llc is an investment advisor that manages 714.4 MM dollars in regulatory AUM and has 15 employees, of which 9 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/11 to 09/30/16. The fund's latest filing disclosed 416MM in positions, representing 58% of the manager's regulatory AUM.

CAPWEALTH ADVISORS StockAlpha

-2.3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

CAPWEALTH ADVISORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
LVLT 5.45% Tech 20.89% 1.2% 0 14%
AAPL 3.91% Tech -2.24% -0.04% 0 42%
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FEATURED IN
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Wall Street Journal Logo
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CAPWEALTH ADVISORS Founders and Key Employees

Name Title In Position Since
Timothy J. Pagliara Chairman, Chief Executive Officer January-2013
Raymond S. Roland Chief Financial Officer, Chief Compliance Officer January-2013
Phoebe J. Venable President, Chief Operating Officer January-2013

CAPWEALTH ADVISORS Brokers, Custodians, Auditors and Administrators

Type Company

CAPWEALTH ADVISORS Investment Strategy

CAPWEALTH ADVISORS Portfolio Concentration

CAPWEALTH ADVISORS Location

3000 MERIDIAN BLVD
SUITE 250
FRANKLIN, Tennessee
UNITED STATES, 37067-6251

CAPWEALTH ADVISORS Contact Information

Phone Number: 615-778-0740
Fax Number: 615-778-0750
Website:

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