{
  "crd_number": 300626,
  "slug": "maven-capital-partners-llc-atlanta-ga-300626",
  "primary_business_name": "MAVEN CAPITAL PARTNERS, LLC",
  "legal_name": "MAVEN CAPITAL PARTNERS, LLC",
  "dbas": [],
  "city": "Atlanta",
  "state": "GA",
  "country": "United States",
  "cbsa_code": "12060",
  "metro": {
    "cbsa_code": "12060",
    "common_name": "Atlanta",
    "msa_name": "Atlanta-Sandy Springs-Roswell, GA",
    "path": "/advisors/ga/atlanta"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-07-24",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-07-14",
  "carried_forward": false,
  "raum_total": 152900049.0,
  "raum_discretionary": 152900049.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "individuals": {
      "raum": 1073291.0,
      "count": 4,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 134826580.0,
      "count": 5
    },
    "pooled_investment_vehicles": {
      "raum": 17000178.0,
      "count": 3
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "GA",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/maven-capital-partners",
    "https://maven-cap.com",
    "https://youtube.com/@mavens-cap"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/300626",
  "city_as_filed": "ATLANTA",
  "url": "https://advisorcensus.com/firm/maven-capital-partners-llc-atlanta-ga-300626",
  "display_name": "Maven Capital Partners, LLC",
  "summary": "Maven Capital Partners, LLC is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 14, 2026.",
  "citation": "AdvisorCensus. Maven Capital Partners, LLC (CRD 300626): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)"
  ],
  "quick_answers": [
    {
      "q": "How is Maven Capital Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Maven Capital Partners, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Maven Capital Partners, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 12, 2026 states: Asset-based fee: 0.6% to 1% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Maven Capital Partners, LLC located?",
      "a": "Maven Capital Partners, LLC's principal office is in Atlanta, GA, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Maven Capital Partners, LLC registered with the SEC or a state?",
      "a": "Maven Capital Partners, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 300626."
    },
    {
      "q": "How much does Maven Capital Partners, LLC manage?",
      "a": "Maven Capital Partners, LLC reports $152,900,049 in regulatory assets under management in its Form ADV filing dated July 14, 2026 (100% discretionary)."
    },
    {
      "q": "How have Maven Capital Partners, LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Maven Capital Partners, LLC: Regulatory assets under management: $107,276,711 in the October 2024 data and $152,900,049 in the October 2026 data, up 43%. Total employees: 6 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Maven Capital Partners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (5); individuals (other than high net worth individuals) (4); pooled investment vehicles (other than investment companies and business development companies) (3)."
    },
    {
      "q": "Which custodians does Maven Capital Partners, LLC use?",
      "a": "Maven Capital Partners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Maven 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/300626"
    },
    {
      "q": "Does Maven Capital Partners, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 12, 2026 says: \"There is no minimum account size for Investment Advisory Services, but certain accounts may be subject to a minimum annual fee.\""
    },
    {
      "q": "What changed in Maven Capital Partners, LLC's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $134,568,784 to $152,900,049 (+14%). Registered or notice-filed in TX."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 107276711.0,
      "total_employees": 6,
      "filing_date": "2024-07-15"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 134568784.0,
      "total_employees": 6,
      "filing_date": "2025-07-22"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 152900049.0,
      "total_employees": 5,
      "filing_date": "2026-07-14"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $134,568,784 to $152,900,049 (+14%).",
        "Registered or notice-filed in TX."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 12, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.6% to 1% a year",
    "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: 0.6% to 1% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "While the specific Management Fee schedule for any particular client will be identified in the investment advisory agreement between the client and Maven Capital, the typical range of fees is between 0.60% and 1.0% depending on the size of the client account, services to be provided, and other factors negotiated between the client and their investment adviser representative."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "There is no minimum account size for Investment Advisory Services, but certain accounts may be subject to a minimum annual fee."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.6,
        1.0
      ],
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "While the specific Management Fee schedule for any particular client will be identified in the investment advisory agreement between the client and Maven Capital, the typical range of fees is between 0.60% and 1.0% depending on the size of the client account, services to be provided, and other factors negotiated between the client and their investment adviser representative.",
      "There is no minimum account size for Investment Advisory Services, but certain accounts may be subject to a minimum annual fee."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "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/maven-capital-partners-llc-atlanta-ga-300626.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 4,
      "fewer_than_5": true,
      "raum": 1073291.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 5,
      "fewer_than_5": false,
      "raum": 134826580.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 3,
      "fewer_than_5": false,
      "raum": 17000178.0
    }
  ],
  "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/300626",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}