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Cap Partners, LLC

● SEC registered since 2021CRD 144779SEC# 801-121600Franklin, TN
Export (members)
Reg. AUM
$254.7M
Employees
12
Accounts
1,406
Location
Franklin, TN

Cap Partners, LLC assets under management

Cap Partners, LLC is a registered investment adviser overseen by the SEC based in Franklin, TN. The firm has been registered since 2021. It reports $254.7 million in regulatory assets under management and employs 12 people.

Cap Partners, LLC owners & executives

7 reported
NameTitleOwnershipSince
Brendan Karl Easterday ControlChief Compliance OfficerUnder 5%2013
Cap Bke Holdings, LLC ControlActive25-50%2026
Cap McO Holdings, LLC ControlActive25-50%2026
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Frequently asked questions

How much does Cap Partners, LLC manage?

Cap Partners, LLC reports $254.7 million in regulatory assets under management on its Form ADV.

How many employees does Cap Partners, LLC have?

Cap Partners, LLC reports 12 employees.

Where is Cap Partners, LLC located?

Cap Partners, LLC is based in Franklin, TN and has been SEC-registered since 2021.

Does Cap Partners, LLC disclose fund performance?

Cap Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address109 International Drive, Suite 210, Franklin, TN 37067
Phone615-807-2030
Fax877-890-1087
Office hours8:30 a.m. To 5p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Regulatory AUM

$254.7M▲ 42%
Jan '25 — $179MFeb '25 — $179MMar '25 — $220.2MApr '25 — $220.2MMay '25 — $220.2MJun '25 — $220.2MJul '25 — $220.2MAug '25 — $220.2MSep '25 — $220.2MOct '25 — $220.2MNov '25 — $220.2MDec '25 — $220.2MJan '26 — $254.7MFeb '26 — $254.7MMar '26 — $254.7MApr '26 — $254.7MMay '26 — $254.7MJun '26 — $254.7M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers

Assets under management

$254.7Mregulatory AUM
Discretionary $254.7M