Investment adviser · CRD 168798
CAPWEALTH INSIGHTS, LLC
Investment adviser filing (IA)
FRANKLIN, TN, United States · Form ADV filed Oct 5, 2020
- Employees
- 4 Reported in this filing
- Advisory professionals
- 4 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 1 | $0 | Not reported |
| Investment companies | 1 | $0 | Not reported |
Filing source
Form ADV 1459500 · Oct 5, 2020 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Oct 5, 2020. View historical filings
Reported services
Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Fixed
Principal office
4031 ASPEN GROVE DRIVE, SUITE 600FRANKLIN, TN, 37064, United States
CRD 168798
Filing source
Form ADV 1459500 · Oct 5, 2020 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.