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Hillary M. Stalker

CAPWEALTH ADVISORS
Franklin, TN 37067
Some features on this profile are disabled
CRD#: 6767918
HS

Professional summary

Hillary Marie Stalker, who also goes by Hillary Marie Van Ham, is a registered financial advisor currently at CAPWEALTH ADVISORS, LLC located in Franklin, Tennessee.

Hillary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Hillary has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Hillary Marie Van Ham

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.
Name of Business: Vested fixed life book Address: Corporate Centre 5 801 Crescent Centre Dr Ste 600, Franklin, TN, 37067, United States Activity Type: Non-variable Insurance Position/Title: Other Investment Related: Yes Start Date: 06/08/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: RJ and Dixon Wells do not have a contract with Ohio National. While I have no contract with ON, I am eligible to receive the vested renewals on policies that cannot be re-underwritten due to uninsurability

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hillary Marie Stalker'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

October 21, 2022 - Present

CAPWEALTH ADVISORS, LLC

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

December 18, 2020 - September 1, 2022

SAGESPRING WEALTH PARTNERS

RIA
CRD#: 283515
FRANKLIN, TN
Past

August 20, 2020 - September 12, 2022

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
FRANKLIN, TN
Past

March 21, 2017 - September 15, 2020

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
NAPERVILLE, IL

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
(10/21/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/15/2020
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/11/2017
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/16/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 3/21/2017
Investment Company Products/Variable Contracts Representative 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 LLC PART II BROCHURE 10.17.2025 (10/17/2025)

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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