Phoebe J. Venable

CAPWEALTH ADVISORS

Franklin, TN 37067

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CRD#: 4627185

Professional summary

Phoebe Jones Venable is a registered financial advisor currently at CAPWEALTH ADVISORS, LLC located in Franklin, Tennessee.

Phoebe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Phoebe has worked at 4 firms and has passed the Series 66 and Series 7 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 Phoebe Jones Venable'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

April 7, 2011 - Present

CAPWEALTH ADVISORS, LLC

Office #1: 4031 Aspen Grove Drive Suite 600, Franklin, TN 37067

RIA

CRD#: 148781

Franklin, TN

Past

March 24, 2020 - January 11, 2021

CAPWEALTH INSIGHTS, LLC

RIA

CRD#: 168798

FRANKLIN, TN

Past

November 21, 2013 - December 31, 2019

CAPWEALTH INSIGHTS, LLC

RIA

CRD#: 168798

FRANKLIN, TN

Past

February 25, 2009 - April 15, 2011

GFO ADVISORY SERVICES, LLC

RIA

CRD#: 109278

NASHVILLE, TN

Past

April 22, 2003 - January 7, 2009

TRUIST INVESTMENT SERVICES, INC.

RIA

CRD#: 17499

NASHVILLE, TN

Past

March 19, 2003 - January 7, 2009

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

NASHVILLE, 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".

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
(4/7/2011)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/18/2003

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 3/17/2003

General Securities Representative Examination

Current Firm

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

SEC notice filing (28 States and Territories)

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 Accounts	2,526
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.

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Phoebe J. Venable

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phoebe Jones Venable's CRS (Customer Relationship Summary).

Certified licenses

Experience

CAPWEALTH ADVISORS, LLC

CAPWEALTH INSIGHTS, LLC

CAPWEALTH INSIGHTS, LLC

GFO ADVISORY SERVICES, LLC

TRUIST INVESTMENT SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

CAPWEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/18/2003

Series 7

Date: 3/17/2003

Current Firm

CAPWEALTH ADVISORS, LLC

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CAPWEALTH ADVISORS, LLC

TRUST BUT VERIFY

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