CAP PARTNERS, LLC
Firm details
- Headquarters
- FRANKLIN, Tennessee
- CRD number
- 144779
- Registered since
- June 25, 2021
- Website
- www.cap-partners.com
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- HNWI53.85%
- Individuals46.15%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
CAP Partners, LLC is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2021. The firm serves individual and family clients and offers financial planning alongside portfolio management for individuals, small businesses, and other business or institutional clients. Its fee arrangements include a percentage of assets under management, hourly charges, and other fee structures. CAP Partners does not identify as an active ESG investor, is not registered as a multi-state adviser, and does not position itself as a capital allocator or pension consultant based on the available filings.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds69%
- Exchange Traded Equities28%
- Cash & Cash Equivalents2%
- Other1%
Owners & executives
2 of 2BRENDAN EASTERDAY
Chief Executive OfficerCRD 4512551
MICHAEL ORGAN
Chief Investment Officer & Financial AdvisorCRD 4921974
Contacts
3 of 5Susan Mull
ManagerCRD 7193311
KAREN TIDWELL
Financial AdvisorCRD 2690141
TANYA SPILLER
Financial AdvisorCRD 4284809
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 126Active vs passive
$152M in ETFs
69%
$104M
22%
$47.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO NASDAQ 100 ETF (QQQM) | Invesco | Passive | Large Growth | $12.7M | 53,511 | 8.39% |
Location
FRANKLIN, TN
WILLIAMSON
Location
FRANKLIN, TN
Headquartered in FRANKLIN, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- WILLIAMSON
- Address
- 109 International Dr
- Time zone
- CT (UTC-6)
- Office locations
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