# Cap Partners, LLC

> Cap Partners, LLC is an SEC-registered investment advisory firm in Franklin, TN, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 28, 2026.

- CRD: 144779
- Filed as: CAP PARTNERS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Franklin, TN
- Filing period: October 2026
- Form ADV filing dated: January 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/144779
- AdvisorCensus page: https://advisorcensus.com/firm/cap-partners-llc-franklin-tn-144779

## Quick answers

**How is Cap Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Cap Partners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Cap Partners, LLC located?**
Cap Partners, LLC's principal office is in Franklin, TN, according to its Form ADV.

**Is Cap Partners, LLC registered with the SEC or a state?**
Cap Partners, LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 144779.

**How much does Cap Partners, LLC manage?**
Cap Partners, LLC reports $254,660,251 in regulatory assets under management in its Form ADV filing dated January 28, 2026 (100% discretionary).

**How have Cap Partners, LLC's assets and staff changed since 2021?**
In the Form ADV data for Cap Partners, LLC: Regulatory assets under management: $137,112,158 in the October 2021 data and $254,660,251 in the October 2026 data, up 86%. Total employees: 11 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Cap Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (341); high net worth individuals (58).

**Does Cap Partners, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/144779

**What changed in Cap Partners, LLC's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $220,229,192 to $254,660,251 (+16%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Regulatory assets under management (Item 5.F)
- Total: $254,660,251
- Discretionary: $254,660,251
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 341 | $117,532,208 |
| High net worth individuals | 58 | $137,128,043 |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 12 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, GA, LA, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- cap-partners.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $137,112,158 | 11 | May 26, 2021 |
| October 2022 | $163,980,867 | 12 | March 25, 2022 |
| October 2023 | $149,655,376 | 12 | March 10, 2023 |
| October 2024 | $178,952,142 | 12 | March 21, 2024 |
| October 2025 | $220,229,192 | 13 | March 30, 2025 |
| October 2026 | $254,660,251 | 12 | January 28, 2026 |

Regulatory assets under management: $137,112,158 in the October 2021 data and $254,660,251 in the October 2026 data, up 86%.
Total employees: 11 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $220,229,192 to $254,660,251 (+16%).
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in VT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Cap Partners, LLC (CRD 144779): Form ADV filing data as of October 2026.