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
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.
Latest 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%)
* 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.