A complete list of active advisors currently associated with CAP Partners, LLC

Warmer can help you find a great advisor at CAP Partners, LLC or one who fits your needs even better.

CAP Partners, LLC is an SEC‑registered, multi‑member investment adviser that offers personalized investment management, financial planning, and financial counseling. The firm’s brochure lists a broad client mix including individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. For asset management clients CAP Partners typically provides discretionary portfolio management with a generally long‑term, buy‑and‑hold orientation while monitoring accounts and making trades as needed; the firm uses fundamental, technical, and cyclical analysis in its security selection. Financial planning and counseling are also available on flat or hourly fee bases, and managed accounts are custodied through a recommended service provider with periodic reviews and written reports to clients. Noteworthy disclosures in the brochure include ongoing referral and professional partner arrangements in which promoters are paid a percentage of advisory, planning, and insurance commissions for client introductions, and that certain firm representatives are licensed to sell insurance products and receive commissions, a disclosed conflict of interest. The firm also recently transitioned to a multi‑member ownership structure and describes its custodial relationship with Schwab Institutional, from which it receives various economic benefits that may affect its custody and brokerage recommendations.

To learn more about the advisors currently working at CAP Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.