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CAP PARTNERS, LLC
CRD 144779 · SEC 801-121600
109 INTERNATIONAL DRIVE, SUITE 210, FRANKLIN, TN, 37067, United States
Phone
615-807-2030
Fax
877-890-1087
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$254.7M
Discretionary AUM
$254.7M
Team
12 total employees; 8 advisory reps; 21 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; FLAT FEES
Org form
Limited Liability Company
Filing date
2026-01-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)INVESTMENT COUNSELING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 341 | $117.5M |
| High net worth individuals | 58 | $137.1M |
States served
AL, GA, LA, TN, TX
All web addresses on file
Official SEC filing: View on IAPD