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O15 CAPITAL PARTNERS, LLC

ATLANTA, GA · CRD 328464 · IAPD ↗ · o15.com · 404-333-8579

$310.3MRegulatory AUM
8Advisory reps
9Employees
2Clients
n/aPlanning clients
2Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

48
April 2026 — O15 CAPITAL PARTNERS, LLC reported RAUM up 28% ($242.3M -> $310.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
August 2025 — O15 CAPITAL PARTNERS, LLC (ATLANTA, GA) is newly SEC-registered with $242.3M RAUM and 7 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.