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17 CAPITAL PARTNERS, LLC

PHOENIX, AZ · CRD 283013 · IAPD ↗ · (602) 718-1177

$246.4MRegulatory AUM
3Advisory reps
7Employees
2Clients
101-250Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2026 — 17 CAPITAL PARTNERS, LLC reports 101-250 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
July 2025 — 17 CAPITAL PARTNERS, LLC notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2025 — 17 CAPITAL PARTNERS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2024 — 17 CAPITAL PARTNERS, LLC reported RAUM up 43% ($129.2M -> $184.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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