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Insights

Affluent Client Focus Target financial services and advisory firms that serve high-net-worth individuals and professional practices, highlighting opportunities for wealth management, estate planning, and business owner services tailored to affluent clients.

SMB and Professional Market Leverage opportunities with business owners, legal and medical professionals who require integrated financial oversight, succession planning, and strategic investment management, expanding services beyond traditional wealth advisory.

Mid-Sized Growth Capitalize on growth potential suggested by a revenue range of 10M-25M and 11-50 employees by partnering with or expanding to firms with similar scale for outsourced technology, compliance, and client experience enhancements.

Technology Levers Promote modern tech stack capabilities (MySQL, JSON-LD, WP Engine, SEO tooling) to support data-driven advisory services, digital client onboarding, and scalable marketing to attract affluent prospects.

Compliance & Security Emphasize robust regulatory partnerships and transparency (registered investment advisory and broker/dealer relationships) to address due diligence needs of high-net-worth clients and institutional partners.

Capital Wealth Advisors, LLC Tech Stack

Capital Wealth Advisors, LLC uses 8 technology products and services including RSS, MySQL, JSON-LD, and more. Explore Capital Wealth Advisors, LLC's tech stack below.

  • RSS
    Content Management System
  • MySQL
    Database
  • JSON-LD
    Javascript Frameworks
  • Priority Hints
    Performance
  • WP Engine
    Platform As A Service
  • Yoast SEO
    Search Engines
  • easy pie chart
    Web Tools And Plugins
  • FitVids.js
    Web Tools And Plugins

Capital Wealth Advisors, LLC's Email Address Formats

Capital Wealth Advisors, LLC uses at least 1 format(s):
Capital Wealth Advisors, LLC Email FormatsExamplePercentage
First@capitalwealthadvisor.comJohn@capitalwealthadvisor.com
91%
FLast@capitalwealthadvisor.comJDoe@capitalwealthadvisor.com
5%
Last@capitalwealthadvisor.comDoe@capitalwealthadvisor.com
4%

Frequently Asked Questions

What is Capital Wealth Advisors, LLC's phone number?

Minus sign iconPlus sign icon You can contact Capital Wealth Advisors, LLC's main corporate office by phone at
+1-615-301-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Capital Wealth Advisors, LLC's official website and social media links?

Minus sign iconPlus sign iconCapital Wealth Advisors, LLC's official website is capitalwealthadvisor.com and has social profiles on LinkedIn.

How much revenue does Capital Wealth Advisors, LLC generate?

Minus sign iconPlus sign icon As of August 2026, Capital Wealth Advisors, LLC's annual revenue is estimated to be $10M - $25M.

What is Capital Wealth Advisors, LLC's NAICS code?

Minus sign iconPlus sign iconCapital Wealth Advisors, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Capital Wealth Advisors, LLC have currently?

Minus sign iconPlus sign iconAs of August 2026, Capital Wealth Advisors, LLC has approximately 15 employees across 1 continents, including North America. Key team members include President And Chief Executive Officer: W. B.Director Of Risk Management: C. R.Registered Principal: S. H.. Explore Capital Wealth Advisors, LLC's employee directory with LeadIQ.

What industry does Capital Wealth Advisors, LLC belong to?

Minus sign iconPlus sign iconCapital Wealth Advisors, LLC operates in the Financial Services industry.

What technology does Capital Wealth Advisors, LLC use?

Minus sign iconPlus sign iconCapital Wealth Advisors, LLC's tech stack includes RSSMySQLJSON-LDPriority HintsWP EngineYoast SEOeasy pie chartFitVids.js.

What is Capital Wealth Advisors, LLC's email format?

Minus sign iconPlus sign iconCapital Wealth Advisors, LLC's email format typically follows the pattern of First@capitalwealthadvisor.com. Find more Capital Wealth Advisors, LLC email formats with LeadIQ.
Capital Wealth Advisors, LLC logo

Capital Wealth Advisors, LLC

Financial ServicesTennessee, United States11-50 Employees

Capital Wealth Advisors, LLC operates as a comprehensive financial services firm serving affluent individuals, business owners, and professionals, including those in legal and medical practice. It emphasizes overseeing and strategically managing all aspects of a client’s financial life, with a focus on growth, income planning, and preservation of wealth. By listening closely to clients’ values and goals, the firm designs personalized strategies and coordinates follow-through to support long-term financial security.

Headquartered in Brentwood, Tennessee, the firm positions itself within the financial services industry as a multi-discipline advisory practice serving a high-net-worth client base. Securities are offered through Cambridge Investment Research, Inc., a broker-dealer registered with FINRA/SIPC, while advisory services are provided through Cambridge Investment Research Advisors Inc. Capital Wealth Advisors and Cambridge are not affiliated.

Section iconCompany Overview

Phone number
+1-615-301-****
Website
capitalwealthadvisor.com
NAICS Code
52 - Finance and Insurance
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Capital Wealth Advisors, LLC's revenue is estimated to be in the range of $10M - $25M

Section iconFunding & Financials

  • $10M - $25M

    Capital Wealth Advisors, LLC's revenue is estimated to be in the range of $10M - $25M

Company Leadership

  • Stylized image of a person
    W. B.
    President And Chief Executive Officer
    Mobile Phone
  • Stylized image of a person
    C. R.
    Director Of Risk Management
    Mobile Phone
  • Stylized image of a person
    S. H.
    Registered Principal
    Mobile Phone
  • Stylized image of a person
    M. M.
    Client Service Representative
    Mobile Phone
  • Stylized image of a person
    M. C.
    Financial Advisor
    Mobile Phone

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