17 Capital Partners, LLC logo

17 Capital Partners, LLC

Updated today

Client AUM

$235,420,274

Clients

128

Advisors

4

of 7 employees

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

4417 N. 40th Street, Suite 300

Phoenix AZ 85018

Advisors at this office

4

Most active in

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

Also doing business as

17 Capital Partners, LLC · Pearl Capital Management

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 with 3 years of industry experience, currently affiliated with 17 Capital Partners, LLC. She holds Series 63 and Series 65 designations and has worked at Pearl Capital Management since 2024. Outside of her advisory work, she operates Bassey Solutions LLC, providing credit education and restoration consultation services, and has developed a digital marketing course aimed at brand growth. 17 Capital Partners provides financial planning and discretionary investment management to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm utilizes a diverse investment process incorporating fundamental, technical, cyclical, and quantitative analysis within a Modern Portfolio Theory allocation 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

Erin O

Series 63, Series 66

Phoenix, AZ

17 Capital Partners, LLC

Erin O’Shea is a financial advisor at 17 Capital Partners, LLC with one year of industry experience. Prior to joining 17 Capital Partners, she worked at Vanguard Marketing Corporation and The Vanguard Group, Inc. Erin has held roles outside of finance, including positions at ThredUp, Seed Spot, and GoDaddy. 17 Capital Partners provides financial planning and discretionary investment management services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a multi-faceted investment process incorporating fundamental, technical, 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 with 16 years of industry experience, currently affiliated with 17 Capital Partners, LLC. She holds a Series 66 designation and has worked at 17 Capital Partners since 2016. In addition to her advisory role, Biancavilla is a licensed mortgage loan originator and producing branch manager at Geneva Financial and owns 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 multi-faceted investment process combining charting, fundamental, technical, cyclical, and quantitative analysis with an allocation framework based on Modern Portfolio Theory.

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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