CAP PARTNERS, LLC

109 International Drive
Suite 210
Franklin, Tennessee 37067
Tel: 615-807-2030

About CAP PARTNERS, LLC

CAP PARTNERS, LLC, formally registered with the SEC as CAP PARTNERS, LLC. The firm was established in 06/25/2021. They have over 1 offices throughout the country.

CAP PARTNERS, LLC is a Franklin, Tennessee based Financial Planning firm with nearly $178,952,142 assets under management, offering retirement planning & investment advisory services to 1242 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	144779
SEC#	801-121600
Assets Managed by Firm	$178,952,142
No. of Clients	1242
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges
Other (FLAT FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (INVESTMENT COUNSELING)

Firm Client Information

	No. of Clients	AUM
Firm Total	1242	$178,952,142
Individuals (other than high net worth individuals)	281	$67,137,569
High net worth individuals	61	$111,814,573

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