{
  "crd_number": 127817,
  "slug": "frank-capital-partners-llc-127817",
  "primary_business_name": "FRANK CAPITAL PARTNERS LLC",
  "legal_name": "FRANK CAPITAL PARTNERS LLC",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2003-07-30",
  "years_registered": 23,
  "period": "2026-10-01",
  "filing_date": "2026-03-01",
  "carried_forward": false,
  "raum_total": 40910186.0,
  "raum_discretionary": 40910186.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 399842.0,
      "count": 3,
      "fewer_than_5": true
    },
    "investment_companies": {
      "raum": 30244083.0,
      "count": 1
    },
    "high_net_worth_individuals": {
      "raum": 8428155.0,
      "count": 14
    },
    "pooled_investment_vehicles": {
      "raum": 1838106.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "periodicals_newsletters",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "portfolio_management_investment_companies",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://frankfunds.com",
    "https://linkedin.com/company/frankfunds",
    "https://twitter.com/FrankFunds",
    "https://youtube.com/channel/UCPksi66ea9BHpXuCl4Sspeg"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/127817",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/frank-capital-partners-llc-127817",
  "display_name": "Frank Capital Partners LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Frank Capital Partners LLC (CRD 127817): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "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"
  ],
  "quick_answers": [
    {
      "q": "How is Frank Capital Partners LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Frank Capital Partners LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Frank Capital Partners LLC charge?",
      "a": "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."
    },
    {
      "q": "Is Frank Capital Partners LLC registered with the SEC or a state?",
      "a": "Frank Capital Partners LLC is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 127817."
    },
    {
      "q": "How much does Frank Capital Partners LLC manage?",
      "a": "Frank Capital Partners LLC reports $40,910,186 in regulatory assets under management in its Form ADV filing dated March 1, 2026 (100% discretionary)."
    },
    {
      "q": "How have Frank Capital Partners LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does Frank Capital Partners LLC serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Frank Capital Partners LLC use?",
      "a": "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."
    },
    {
      "q": "Does Frank Capital Partners LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Frank Capital Partners LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 1, 2026 says: \"FCP does not impose a minimum account size.\""
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 16609667.0,
      "total_employees": 4,
      "filing_date": "2021-03-15"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 26559592.0,
      "total_employees": 4,
      "filing_date": "2022-09-23"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 29986097.0,
      "total_employees": 5,
      "filing_date": "2023-06-23"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 32191485.0,
      "total_employees": 5,
      "filing_date": "2024-03-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 38076073.0,
      "total_employees": 2,
      "filing_date": "2025-02-22"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 40910186.0,
      "total_employees": 2,
      "filing_date": "2026-03-01"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 1, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": "0.91% of assets a year",
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.91% of assets a year"
        ],
        "quotes": [
          "FCP generally charges clients an annual fee of 0.91% assets, although it has discretion to charge lower rates for certain accounts."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "FCP does not impose a minimum account size."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": null,
          "max": null,
          "rate_pct": 0.91
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "FCP generally charges clients an annual fee of 0.91% assets, although it has discretion to charge lower rates for certain accounts.",
      "FCP does not impose a minimum account size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Interactive Brokers Corp.",
      "name_as_filed": "INTERACTIVE BROKERS CORP.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/frank-capital-partners-llc-127817.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 3,
      "fewer_than_5": true,
      "raum": 399842.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 14,
      "fewer_than_5": false,
      "raum": 8428155.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 1,
      "fewer_than_5": false,
      "raum": 30244083.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 1838106.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/127817",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}