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CAP PARTNERS, LLC
FRANKLIN, TN
615-807-2030
SEC #801-121600Total AUM
$254.7M
Employees
12Clients
407Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
109 INTERNATIONAL DRIVE
SUITE 210
FRANKLIN
TN 37067
United States
SUITE 210
FRANKLIN
TN 37067
United States
Operating Hours
8:30 AM TO 5PM
Monday - Friday
Monday - Friday
Phone
615-807-2030
Financials
Total AUM
$254.7M
Accounts
1,406Discretionary
$254.7M
Accounts
1,406Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
341AUM
$117.5M
HNW Individual Clients
58AUM
$137.1M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$0
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
INVESTMENT COUNSELING
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FLAT FEES
Compliance
Disclosures
None reported
State Registrations
ALGALATNTX
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.