Overview
Assets Under Management: $220 million
Headquarters: FRANKLIN, TN
High-Net-Worth Clients: 59
Average Client Assets: $2 million
Frequently Asked Questions
CAP PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #144779), CAP PARTNERS, LLC is subject to fiduciary duty under federal law.
CAP PARTNERS, LLC is headquartered in FRANKLIN, TN.
CAP PARTNERS, LLC serves 59 high-net-worth clients according to their SEC filing dated December 01, 2025. View client details ↓
According to their SEC Form ADV, CAP PARTNERS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
CAP PARTNERS, LLC manages $220 million in client assets according to their SEC filing dated December 01, 2025.
According to their SEC Form ADV, CAP PARTNERS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 59
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 56.28
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,281
Discretionary Accounts: 1,281
Regulatory Filings
CRD Number: 144779
Filing ID: 2031221
Last Filing Date: 2025-12-01 16:50:47
Website: 0