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MAVEN CAPITAL PARTNERS, LLC

ATLANTA, GA · CRD 300626 · IAPD ↗ · 404-798-7612

$152.9MRegulatory AUM
4Advisory reps
5Employees
0Clients
n/aPlanning clients
3Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — MAVEN CAPITAL PARTNERS, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2025 — MAVEN CAPITAL PARTNERS, LLC reported RAUM up 25% ($107.3M -> $134.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
August 2024 — MAVEN CAPITAL PARTNERS, LLC (ATLANTA, GA) is newly SEC-registered with $107.3M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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