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CAPITAL PARTNERS INVESTMENT GROUP

CAPITAL PARTNERS INVESTMENT GROUP INC

CRD 294889

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

United States

Registration

— (—)

Source

State registered

Total AUM

$40.3M

Discretionary AUM

$40.3M

Team

1 total employees; 1 advisory reps

Clients

26-50

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-06-10

Disciplinary history

No

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Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals15$2.4M
High net worth individuals20$37.7M
Charitable organizations1$196K

Official SEC filing: View on IAPD