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CAP PARTNERS, LLC

FRANKLIN, TN · CRD 144779 · IAPD ↗ · cap-partners.com · 615-807-2030

$254.7MRegulatory AUM
8Advisory reps
12Employees
21Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
February 2025 — CAP PARTNERS, LLC notice-filed in AL, VT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
December 2024 — CAP PARTNERS, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.