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President, Chief Executive Officer · Capwealth Advisors, LLC

Phoebe J. Venable

CRD 4627185 · Named on Form ADV at one SEC-registered adviser

At a glance

Capwealth Advisors, LLC, an SEC-registered wealth manager based in Franklin, TN with $2.0 billion in regulatory assets, lists Phoebe J. Venable on its Form ADV as President, Chief Executive Officer, a control person.

Firms and roles

  • Capwealth Advisors, LLCPresident, Chief Executive OfficerWealth manager · Franklin, TN · $2.0B in regulatory assets

AtlasMembers

Phoebe’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Phoebe’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.