17 Capital Partners, LLC logo

17 Capital Partners, LLC

Updated today

Client assets under management

$235,420,274

Clients

128

30% high-net-worth

Advisors

3

of 7 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

43

Typical

Average account size

$1,839,221

About

17 Capital Partners provides financial planning and discretionary investment management to individuals (including high-net-worth clients), retirement plans, trusts, estates, charitable organizations and business entities. Services are offered across tiered planning levels—from foundational guidance through family-office/personal CFO solutions—and include retirement plan consulting and access to third‑party or independent managers and privately placed investments.

The firm’s investment process draws on a mix of charting, fundamental, technical, cyclical and quantitative analysis integrated with an allocation framework derived from Modern Portfolio Theory. Portfolios may employ a range of techniques including long- and short-term trading, short sales, margin borrowing and options strategies, and the firm may allocate to mutual funds, ETFs, REITs, ETNs, precious metal funds and private collective vehicles, while ongoing monitoring and coordination with independent managers are part of its standard practice.

Compared with many peers, the firm discloses multiple outside industry affiliations and activities that could create conflicts of interest, including a firm principal’s role as a licensed mortgage loan originator and branch manager for a mortgage broker/banker, an affiliation with a solicitor-only registered investment adviser, and a supervised person who is a licensed realtor. The firm also routinely offers educational seminars to current and prospective clients and discloses the use of borrowing and derivatives in account management, along with policies intended to address related conflicts and oversight.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

General retirement planning Retirement income strategy Social Security optimization Wealth management Equity Recipients (RS/RSU, SOP, ESPP)

Occupation focus

Founder/Business Owner Executive

Demographic focus

Mid-Career Professionals Approaching retirement

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Fee options

Fixed

Foundational Planning: $3,750 annually; Advanced Planning: $7,500 annually; Elite Planning: $12,750 annually; Family Office – Personal CFO: $30,000 annually

Percentage

Negotiable, ranging from 0.00% – 2.00% annually based on size and composition of portfolio and type of services rendered

Other

Account minimum: $250,000 Fee-only: Investment management services and flat fees for financial planning services

Main office location

17 Capital Partners, LLC

4417 N. 40 Th Street, Suite 300

Phoenix AZ 85018, United States

Number of offices

1

Most active in

Arizona · California · Iowa · Michigan · Nebraska · New Hampshire · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Shyla B

Series 63, Series 65

Phoenix, AZ

17 Capital Partners, LLC

Shyla Bassey is a financial advisor at 17 Capital Partners, LLC with two years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Pearl Capital Management and Wells Fargo. Outside of her advisory role, she operates Bassey Solutions LLC, providing credit education and restoration services, and offers digital marketing courses through Elevate With Shyla. 17 Capital Partners provides financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a diversified investment approach incorporating fundamental, technical, cyclical, and quantitative analysis within a Modern Portfolio Theory framework.

General retirement planning Retirement income strategy Social Security optimization Wealth management Equity Recipients (RS/RSU, SOP, ESPP) Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar

Teresa M

Series 66

Phoenix, AZ

17 Capital Partners, LLC

Teresa Milner is a financial advisor with 16 years of industry experience, currently with 17 Capital Partners, LLC. She holds the Series 66 designation and has previously worked at Parallel Advisors, LLC and Carson Wealth Management Group. Outside of her advisory role, Ms. Milner is a Certified Divorce Financial Analyst and works as an independent contractor providing financial consulting in divorce cases. She also serves as Treasurer on the Board for Collaborative Professionals of Phoenix and is a Member at Large on the board of the Maricopa County Association of Family Mediators. 17 Capital Partners provides financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a multi-faceted investment process that includes technical and fundamental analysis within a Modern Portfolio Theory framework, offering a range of strategies and access to various investment vehicles.

General retirement planning Retirement income strategy Social Security optimization Wealth management Equity Recipients (RS/RSU, SOP, ESPP) Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
user avatar

Jenna B

Series 66

Phoenix, AZ

17 Capital Partners, LLC

Jenna Biancavilla is a financial advisor at 17 Capital Partners, LLC with 15 years of industry experience. She holds a Series 66 designation and has worked with 17 Capital Partners since 2016. Outside of her advisory role, she is the owner and sole member of Pearl Companies, LLC, which provides educational seminars, online courses, and operates a temporary employment agency. 17 Capital Partners offers financial planning and discretionary investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a multifaceted investment approach, including fundamental and quantitative analysis, and uses various portfolio management techniques such as options strategies and margin borrowing.

General retirement planning Retirement income strategy Social Security optimization Wealth management Equity Recipients (RS/RSU, SOP, ESPP) Founder/Business Owner Executive Mid-Career Professionals Approaching retirement
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