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Ryan J. Hitt

CAPWEALTH ADVISORS
Franklin, TN 37067
Some features on this profile are disabled
CRD#: 2568736
RH

Professional summary

Ryan Joseph Hitt is a registered financial advisor currently at CAPWEALTH ADVISORS, LLC located in Franklin, Tennessee.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Ryan has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 4 and Series 53 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Joseph Hitt's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 11, 2015 - Present

CAPWEALTH ADVISORS, LLC

Office #1: 4031 Aspen Grove Drive Suite 600, Franklin, TN 37067
RIA
CRD#: 148781
Franklin, TN
Past

January 20, 2010 - June 5, 2018

CAPWEALTH INVESTMENT SERVICES, LLC

BD
CRD#: 139664
FRANKLIN, TN
Past

July 2, 2003 - March 18, 2008

BREAN CAPITAL, LLC

BD
CRD#: 23723
NEW YORK, NY
Past

October 9, 2002 - May 12, 2003

APB FINANCIAL GROUP, LLC

BD
CRD#: 38235
NEW YORK, NY
Past

February 8, 2001 - October 3, 2002

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ
Past

December 7, 2000 - February 8, 2001

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC

BD
CRD#: 25567
NEW YORK, NY
Past

September 21, 1999 - November 13, 2000

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
MEMPHIS, TN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CA
CAPWEALTH ADVISORS, LLC
CAPITAL TRUST WEALTH ADVISORS, LLC | CAPWEALTH ADVISORS, LLC

CRD#: 148781 / SEC#: 801-69908

RIA
Registered Investment Advisory firm - (1/29/2009 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Tennessee
(3/11/2015)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/11/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/29/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/5/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/20/1999
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 4
Date: 10/7/2011
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 53
Date: 10/7/2003
Municipal Securities Principal Examination

Current Firm

CA
CAPWEALTH ADVISORS, LLC
CAPITAL TRUST WEALTH ADVISORS, LLC | CAPWEALTH ADVISORS, LLC

CRD#: 148781 / SEC#: 801-69908

RIA
Registered Investment Advisory firm - (1/29/2009 Approved)
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Contact information

Main Address
4031 Aspen Grove Drive Suite 600, Franklin, TN 37067
Mailing Address
Phone number
(615) 778-0740
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (28 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CAPWEALTH ADVISORS PART II BROCHURE 1.2026 (1/9/2026)

Regulatory assets under management

Total Number of Accounts2,526
AUM (Assets Under Management)$ 2,033,592,832

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CAPWEALTH ADVISORS, LLC

CRD#: 148781Franklin, TN 37067

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