MS
Michael D. Shahan
CAPWEALTH ADVISORS
Franklin, TN 37067
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CRD#: 6887249
MS
Professional summary
Michael Dean Shahan, CFP®, who also goes by Dean Shahan, is a registered financial advisor currently at CAPWEALTH ADVISORS, LLC located in Franklin, Tennessee.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Michael has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dean Shahan
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.
(1)Name of Business: Dobyns Wealth Team Address: Corporate Centre 5, Franklin, TN, 37067, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 12/09/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Financial Planner (2)Name of Business: SageSpring Wealth Partners Address: 801 Crescent Centre Dr Ste 600, Franklin, TN, 37067-7202, United States Activity Type: Independent RIA Position/Title: Advisor Investment Related: Yes Start Date: 11/01/2022 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Registered Branch Associate (3)Name of Business: SageSpring Wealth Partners Address: 801 Crescent Centre Dr Ste 600, Franklin, TN, 37067, United States Activity Type: Independent RIA Position/Title: Other Investment Related: Yes Start Date: 09/13/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Registered Branch Associate (4)Name of Business: Southwestern Investment Group Address: 801 Crescent Centre Dr Ste 600, Franklin, TN, 37067, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 09/13/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Registered Branch Associate
CRS (Client Relationship Summary) - RIA
Click below to view Michael Dean Shahan's 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®
CFP®
Start date: 2021
Experience
Current
July 17, 2025 - Present
CAPWEALTH ADVISORS, LLC
Office #1: 4031 Aspen Grove Drive Suite 600, Franklin, TN 37067RIA
CRD#: 148781
Franklin, TN
Past
September 3, 2021 - December 19, 2024
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
FRANKLIN, TN
Past
September 2, 2021 - July 1, 2025
SAGESPRING WEALTH PARTNERS
RIA
CRD#: 283515
FRANKLIN, TN
Past
April 6, 2020 - July 26, 2021
FIRST HORIZON ADVISORS, INC.
RIA
CRD#: 17117
Nashville, TN
Past
April 6, 2020 - July 26, 2021
FIRST HORIZON ADVISORS, INC.
BD
CRD#: 17117
Nashville, TN
Past
March 18, 2019 - March 25, 2020
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
Brentwood, TN
Past
March 20, 2018 - June 27, 2018
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
BRENTWOOD, 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(7/17/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
CA
CAPWEALTH ADVISORS, LLC
CAPITAL TRUST WEALTH ADVISORS, LLC | CAPWEALTH ADVISORS, LLC
CRD#: 148781 / SEC#: 801-69908
RIA
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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)
Regulatory assets under management
| Total Number of Accounts | 2,526 |
| AUM (Assets Under Management) | $ 2,033,592,832 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
