Overview
Assets Under Management: $179 million
Headquarters: FRANKLIN, TN
High-Net-Worth Clients: 59
Average Client Assets: $2 million
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: 1,242
Discretionary Accounts: 1,242
Regulatory Filings
CRD Number: 144779
Last Filing Date: 2025-01-21 00:00:00
Website: https://cap-partners.com