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Blake Edward Harrison

Capwealth Advisors, LLC

Franklin, TN

CRD 8122816

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Employer firm

Capwealth Advisors, LLC CRD 148781

$2.03B regulatory AUM 1,429 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • FINANCIAL CONSULTING RELATED TO ALTERNATIVE INVESTMENTS

From the firm’s Form ADV. Read the guides:

Current Employers
Capwealth Advisors, Llc

4031 Aspen Grove Drive Suite 600, Franklin, TN 37067 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-06-30
  • TN RA
    APPROVED
    Since 2025-06-30

Branch Locations

4031 Aspen Grove Drive Suite 600, Franklin, TN 37067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lbmc, Pc Brentwood TN 08/2015 05/2025
Capwealth Advisors Franklin TN 05/2025 Present
  • 08/2015 → 05/2025
    Lbmc, Pc
    Brentwood, TN
  • 05/2025 → Present
    Capwealth Advisors
    Franklin, TN
Designations
  • Personal Financial Specialist

View on SEC IAPD

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