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. The firm is SEC-registered (registered in 2021) and serves individual and family clients with a mix of financial planning and discretionary portfolio management services, including work with small businesses and institutional/business accounts. Its fee arrangements include a percentage-of-AUM component alongside hourly charges and other fee structures. The firm reports it is not an active ESG investor and does not describe itself as a multi-state adviser or a capital allocator; ownership is listed as a combination of a domestic entity and an individual.
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 2
Brendan Easterday
Chief Executive OfficerCRD 4512551
Michael Organ
Chief Investment Officer & Financial AdvisorCRD 4921974
Contacts
3 of 5
Tanya Spiller
Financial AdvisorCRD 4284809
Susan Mull
ManagerCRD 7193311
Zachary Olinger
ManagerCRD 6367481
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 132Active vs passive
$175M in ETFs
59%
$103M
28%
$71.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO NASDAQ 100 ETF (QQQM) | Invesco | Passive | Large Growth | $16.8M | 55,143 | 9.62% |
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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