Grant E. Stark

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CRD#: 7252535

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Grant Edward Stark, who also goes by Grant Edward Starl, was a registered financial professional .

Grant is a previously registered financial professional and started their career in finance in 2020. Grant had worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Aliases

Grant Edward Starl

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.

VMAC Holdings LLC / not investment related / 3100 47th Avenue 3rd Floor, Long Island City, NY 11101 / Microbobility Vehicle Leasing / Co-Owner / Start - 01/2018 / 10 hrs per month Fieldbrook Holdings, LLC / not investment related / 3100 47th Avenue 3rd floor, Long Island City, NY 11101 / Microbobility Vehicle Leasing / Co-Owner / Start - 01/2018 / 10 hrs per month FIELDBROOK HOLDINGS LLC / OT INVESTMENT RELATED / 3100 47TH AVE SPACES 3RD FLOOR LONG ISLAND CITY, NY 11101 / MICROBOBILITY VEHICLE LEASING / CO-OWNER / NO RELATIONSHIP WITH OTHER BUSINESS / RELATIONSHIP START JAN 2018 / 10HRS PER MONTH FIELDBROOK HOLDINGS LLC / NOT INVESTMENT RELATED / 14717 JEDDO ROAD BROWN CITY, MI 48416 / OWNER / NO RELATIONSHIP WITH OTHER BUSINESS / HOLDING COMPANY / 8HRS PER MONTH

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

May 11, 2020 - April 30, 2025

CAPWEALTH ADVISORS, LLC

RIA

CRD#: 148781

FRANKLIN, 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.

Visual representation of state registrations

This advisor is not registered in any state.

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

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 LLC PART II BROCHURE 10.17.2025 (10/17/2025)

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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Grant E. Stark

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CAPWEALTH ADVISORS, LLC

Primary Firm SEC Registration

CAPWEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

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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