
$1.7B RIA CapWealth Hires Harrison to Lead Wealth Management
CapWealth announced that Blake Harrison has joined the $1.7 billion Franklin, TN-based registered investment advisor as EVP of wealth management.
Harrison was previously the head and leader of LBMC’s tax division, where he delivered customized tax and estate strategies to high-net-worth and ultra-high-net-worth clients. Harrison also offers services in trust and estate design, multi-generational wealth transfer, and tax compliance and planning.
Harrison assumed his position on June 16, a spokesperson for CapWealth confirmed in a statement.
“Over the years, I’ve found that the most rewarding work comes from building relationships,” Harrison said. “Joining CapWealth allows me to go deeper with clients, to think strategically about their lives and legacies, and to be part of a team that shares that same client-first mindset. I’m excited to build an expanded offering that reflects both the complexity and opportunity in our clients’ lives.”
At CapWealth, Harrison will contribute to the RIA’s multi-dimensional financial planning, tax, investment and planning services.
CapWealth, oversees more than $1.7 billion in assets under management, across 2,431 accounts, according to its latest Form ADV.
