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Tim Pagliara's Companies & Ventures
A deep dive into Tim Pagliara's story — Wealth Management, Shareholder Advocacy, United States.
Tim Pagliara has built his career around two pillars: managing wealth for clients and fighting for the rights of shareholders.
CapWealth Advisors, founded in 2000 in Franklin, Tennessee, has grown from a small independent shop to one of the state's premier wealth management firms, now managing nearly $2 billion in assets. Under Pagliara's leadership as Chairman and CIO, the firm uses individual security selection rather than off-the-shelf mutual funds, guided by his trademarked principles of 'Sophisticated Simplicity' and 'Provable Integrity.'
Investors Unite, launched in April 2014 on Capitol Hill, is the organization that gave individual Fannie Mae and Freddie Mac shareholders a collective voice. With over 2,000 members — teachers, farmers, retirees, and technicians — the coalition has lobbied Congress, educated lawmakers, and fought to end the Net Worth Sweep that confiscates 100% of GSE profits.
Pagliara also founded the Main Street Growth & Opportunity Coalition in 2014, a national alliance of businesses and trade organizations supporting pro-growth economic policies including tax reform, expanded trade, and immigration reform.
Companies & Ventures
CapWealth Advisors
~$2B AUMFounder, Chairman & CIO · Est. 2000
Independent, SEC-registered investment advisory firm managing nearly $2 billion in assets. Known for individual security selection using Pagliara's 'Sophisticated Simplicity' and 'Provable Integrity' trademarked approaches. GIPS-compliant performance tracking.
Investors Unite
Founder & Executive Director · Est. 2014
A coalition of over 2,000 individual Fannie Mae and Freddie Mac shareholders advocating for the preservation of shareholder rights and full restitution of investments seized by the Net Worth Sweep.
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