CapWealth Hires New Wealth Management Leader | RIA News
- CapWealth, a Franklin, TN-based registered investment advisor overseeing $1.7 billion, has appointed Blake Harrison as executive vice president of wealth management.
- Harrison previously led LBMC's tax division, where he specialized in customized tax and estate strategies for high-net-worth clients.
- Harrison will contribute to the RIA's financial planning, tax, and investment services.
CapWealth Hires Harrison to Lead Wealth Management Role
CapWealth, a Franklin, TN-based registered investment advisor overseeing $1.7 billion, has appointed Blake Harrison as executive vice president of wealth management. Harrison assumed his new role on June 16, according to a company spokesperson.
Harrison previously led LBMC’s tax division, where he specialized in customized tax and estate strategies for high-net-worth clients. his expertise includes trust and estate design, multi-generational wealth transfer, and tax compliance and planning. He will now play a key role in wealth management at CapWealth.
Harrison will contribute to the RIA’s financial planning, tax, and investment services. CapWealth manages over $1.7 billion in assets across 2,431 accounts, according to its latest Form ADV filing.
“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.”
What’s next
With Harrison’s addition, capwealth aims to enhance its client-focused approach and expand its service offerings in wealth management, financial planning, and investment strategies.