CAP PARTNERS, LLC
CRD #144779 SEC #801-121600 FRANKLIN, TN 615-807-2030
SEC Registered
Total AUM
$220.2M
Discretionary
$220.2M
Employees
13
Clients
101
Accounts
1,281
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $220.2M | $220.2M | $0 | 13 | 16 |
| Mar 2025 | $220.2M | $220.2M | $0 | 13 | 16 |
| Jan 2025 | $179M | $179M | $0 | 13 | 16 |
| Nov 2024 | $179M | $179M | $0 | 13 | 16 |
| Mar 2024 | $179M | $179M | $0 | 12 | 16 |
| Mar 2023 | $149.7M | $149.7M | $0 | 12 | 12 |
| Mar 2022 | $164M | $164M | $0 | 12 | 0 |
| May 2021 | $137.1M | $137.1M | $0 | 11 | 0 |
DateDec 2025
Total AUM$220.2M
Discretionary$220.2M
Non-Disc.$0
Employees13
Clients16
DateMar 2025
Total AUM$220.2M
Discretionary$220.2M
Non-Disc.$0
Employees13
Clients16
DateJan 2025
Total AUM$179M
Discretionary$179M
Non-Disc.$0
Employees13
Clients16
DateNov 2024
Total AUM$179M
Discretionary$179M
Non-Disc.$0
Employees13
Clients16
DateMar 2024
Total AUM$179M
Discretionary$179M
Non-Disc.$0
Employees12
Clients16
DateMar 2023
Total AUM$149.7M
Discretionary$149.7M
Non-Disc.$0
Employees12
Clients12
DateMar 2022
Total AUM$164M
Discretionary$164M
Non-Disc.$0
Employees12
Clients0
DateMay 2021
Total AUM$137.1M
Discretionary$137.1M
Non-Disc.$0
Employees11
Clients0