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Firm profile

Cap Partners, LLC

FRANKLIN, TNCRD 144779Latest ADV January 28, 2026

Cap Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Franklin, TN. Its latest Form ADV filing, dated January 28, 2026, reports $255M in regulatory assets under management, 12 employees, and 1,406 accounts.

Assets Under Management
$255M
Employees
12
Offices
--
Total Clients
399
Primary office
FRANKLIN, TN
109 INTERNATIONAL DRIVE, SUITE 210, FRANKLIN, TN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOBrendan K. Easterday
CCOBrendan K. Easterday
CIOMichael C. Organ

Advisory services offered

4 types reported
Financial Planning Services
Other advisory services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Hourly charges
Other fee arrangements
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 85.5% of total clients.
Top client categories% of clientsClients
1
Individuals
85.5%
341
2
HNWI
14.5%
58
Categories with <5 clients
Banking or thrift institutions<5 clients
Charitable Organizations<5 clients
Other categories<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$255Mas of January 28, 2026
Discretionary100.0%
$255M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$255M
Total Accounts1,406
10Y AUM Change+$118M (+85.7%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees12
Clients per Employee33:1
10Y Employee Change+1 (+9.1%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.