AdvisorCensus / Financial advisors / Frank Capital Partners LLC
Frank Capital Partners LLC is an SEC-registered investment advisory firm, registered since 2003, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 1, 2026.
Quick answers
From the filingHow is Frank Capital Partners LLC compensated?
On its Form ADV (Item 5.E, October 2026), Frank Capital Partners LLC reports these compensation arrangements: a percentage of assets under its management.
How much does Frank Capital Partners LLC charge?
Its Form ADV Part 2A brochure dated March 1, 2026 states: Asset-based fee: 0.91% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Is Frank Capital Partners LLC registered with the SEC or a state?
Frank Capital Partners LLC is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 127817.
How much does Frank Capital Partners LLC manage?
Frank Capital Partners LLC reports $40,910,186 in regulatory assets under management in its Form ADV filing dated March 1, 2026 (100% discretionary).
How have Frank Capital Partners LLC's assets and staff changed since 2021?
In the Form ADV data for Frank Capital Partners LLC: Regulatory assets under management: $16,609,667 in the October 2021 data and $40,910,186 in the October 2026 data, up 146%. Total employees: 4 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Frank Capital Partners LLC serve?
By number of clients on Form ADV Item 5.D: high net worth individuals (14); individuals (other than high net worth individuals) (3); investment companies (1).
Which custodians does Frank Capital Partners LLC use?
Frank Capital Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers Corp. as a custodian holding 10% or more of its separately managed account assets.
Does Frank Capital 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/127817
Does Frank Capital Partners LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 1, 2026 says: "FCP does not impose a minimum account size."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.91% of assets a year
The brochure's wording
FCP generally charges clients an annual fee of 0.91% assets, although it has discretion to charge lower rates for certain accounts.
Account minimum: None
The brochure's wording
FCP does not impose a minimum account size.
As stated in the firm's Form ADV Part 2A brochure dated March 1, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$40,910,186 as of October 2026, filing dated March 1, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2003 (23 years)
- Employees
- Total: 2. Performing investment advisory functions: 1.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
1 state or jurisdiction
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $40,910,186 | 2 | March 1, 2026 |
| October 2025 | $38,076,073 | 2 | February 22, 2025 |
| October 2024 | $32,191,485 | 5 | March 12, 2024 |
| October 2023 | $29,986,097 | 5 | June 23, 2023 |
| October 2022 | $26,559,592 | 4 | September 23, 2022 |
| October 2021 | $16,609,667 | 4 | March 15, 2021 |
Regulatory assets under management: $16,609,667 in the October 2021 data and $40,910,186 in the October 2026 data, up 146%.
Total employees: 4 in October 2021 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Frank Capital Partners LLC (CRD 127817): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/frank-capital-partners-llc-127817