Articles from CapWealth Group LLC

CapWealth, a $2B RIA, today announced that its Founder and Chief Investment Officer, Tim Pagliara, has been recognized on two of Forbes’ advisor rankings for 2026. Pagliara was ranked #1 in Tennessee (Nashville) on the Forbes Best-In-State Wealth Advisors list and #243 nationally on the Forbes America’s Top Wealth Advisors list.

CapWealth Group LLC (“CapWealth” or “we” or “us”), an SEC-registered investment advisor and multifamily office, today issued a research report on Lumen Technologies (“Lumen” or the “Company”) that outlines why we believe the Company has undergone a significant transformation and is now positioned for future growth as a critical enabler of digital infrastructure for the artificial intelligence economy. CapWealth and/or its clients are shareholders of Lumen’s common stock and fixed income securities. Download and view the full report by clicking here.