BH
Blake E. Harrison
CAPWEALTH ADVISORS
FRANKLIN, TN 37067
CRD#: 8122816
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BH
Blake Edward HarrisonCAPWEALTH ADVISORS
Professional summary
Blake Edward Harrison is a registered financial advisor currently at CAPWEALTH ADVISORS, LLC located in Franklin, Tennessee.
Blake is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Blake has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Blake Edward Harrison'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®
NoneExperience
Current
June 30, 2025 - Present
CAPWEALTH ADVISORS, LLC
Office #1: 4031 Aspen Grove Drive Suite 600, Franklin, TN 37067RIA
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".
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(6/30/2025)
Exams
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)Loading...
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
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.
