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Capital Wealth Advisors, LLC Employee Directory

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.

Find Capital Wealth Advisors, LLC employees' phone numbers or email addresses

Capital Wealth Advisors, LLC Global Highlights

Location
Employees

North America
20

Minus sign iconPlus sign icon
  • United States Of America
    20

Capital Wealth Advisors, LLC's 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

Capital Wealth Advisors, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Capital Wealth Advisors, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    W. B.
    President And Chief Executive Officer
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    C. R.
    Director Of Risk Management
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    S. H.
    Registered Principal
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    M. M.
    Client Service Representative
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    M. C.
    Financial Advisor
    Mobile Phone
    Jun 08, 2026

Frequently Asked Questions

What is Capital Wealth Advisors, LLC known for?

Minus sign iconPlus sign iconCapital Wealth Advisors, LLC operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-615-301-****
. Explore Capital Wealth Advisors, LLC's company overview page for more information.

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

Minus sign iconPlus sign iconCapital Wealth Advisors, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Capital Wealth Advisors, LLC email formats with LeadIQ.

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

Minus sign iconPlus sign iconCapital Wealth Advisors, LLC has approximately 15 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Capital Wealth Advisors, LLC's key employees and leadership?

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As of August 2026, Capital Wealth Advisors, LLC's key employees include:

  • President And Chief Executive Officer: W. B.
  • Director Of Risk Management: C. R.
  • Registered Principal: S. H.
  • Client Service Representative: M. M.
  • Financial Advisor: M. C.

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