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CapWealth is an independent Registered Investment Advisory firm that builds wealth management solutions to meet the challenges investors face in an uncertain world. Founded in June 2000, CapWealth specializes in preserving, growing and distributing assets over our clients lifetimes. We rely on thought, not theory, in our investment strategies and are committed to accountability. We practice Sophisticated Simplicity®, the art of thoroughly understanding a complicated global market landscape and boiling it down to high-quality, straightforward investment ideas, and we believe in giving our clients the most accurate, transparent, honest and thorough financial information concerning their accounts through our data-driven Provable Integrity® tracking and reporting process. With over $1 billion in client assets under management, we are one of the nations leading independent wealth managers, and as a privately owned, independently managed firm, CapWealths team has a personal stake in the success of our clients.
We pride ourselves in maintaining a collaborative relationship among all of our partners and portfolio company executives, ensuring all portfolio companies access to the full range of the firm's experience and intellectual resources. BPOC evaluates,
Nations Holding Trust is a Prairie Vlg, KS-based company in the Financial Services sector.
NAI Desco is a Saint Louis, MO-based company in the Financial Services sector.
Founded in 2015, Hon•Te Advisors, LLC is an SF-based global macro investment firm that focuses on thematic, multi-asset class investing across developed and emerging markets. Our passion for constructing superior portfolios that create orthogonal revenue streams to traditional assets, such as equities, drives our approach. By employing formal logic to a disciplined trade selection process, we seek to capitalize on mispriced assets globally.