Capital Partners Investment Group
Firm details
- Headquarters
- ,
- CRD number
- 294889
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI93.46%
- Individuals6.05%
- Charitable Organizations0.49%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Capital Partners Investment Group is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional clients, providing financial planning, portfolio management for individuals and small businesses, and pension consulting services. Revenue is generated through a mix of percentage-of-AUM fees, hourly charges, and fixed fees. The firm also operates as an insurance broker. It does not describe itself as an active ESG investor and is not presented as a multi-state adviser in the source data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities94%
- Cash & Cash Equivalents6%
Contacts
1 of 1
Douglas Dial
PresidentCRD 2237092
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Covered Bridge Financial LLC
RIAPartners Capital, LLC
RIAFranklin, TN
Lighthouse Swiss Wealth Advisors Ag
RIAZug
Concierge Financial Advisor LLC
RIAParkmount Financial Partners LLC
RIAScituate, MA
P3 Asset Management
RIAGig Harbor, WA