CAP Partners provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 101–250 clients last fiscal year.
CAP Partners reports 399 clients. They include 341 individual clients and 58 high-net-worth individuals. Of its assets, 100.0% ($255M across 1,406 accounts) are managed with discretion. Of its clients, 1% are outside the U.S. It advised 21 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 85% | 46% |
| High-net-worth individuals | 15% | 54% |
| Banking or thrift institutions | Fewer than 5 | 0% |
| Pension and profit-sharing plans | Fewer than 5 | 0% |
| Charitable organizations | Fewer than 5 | 0% |
| Other client typesState or municipal government entities; Other investment advisers; Insurance companies; Sovereign wealth funds and foreign official institutions; Corporations and other businesses | Not reported | 0% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 341 | $118M | 46.2% | $345K |
| High-net-worth individuals | 58 | $137M | 53.8% | $2.36M |
| Banking or thrift institutions | Fewer than 5 | $0 | 0.0% | — |
| Pension and profit-sharing plans | Fewer than 5 | $0 | 0.0% | — |
| Charitable organizations | Fewer than 5 | $0 | 0.0% | — |
| State or municipal government entities | Fewer than 5 | $0 | 0.0% | — |
| Other investment advisers | Fewer than 5 | $0 | 0.0% | — |
| Insurance companies | Fewer than 5 | $0 | 0.0% | — |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | $0 | 0.0% | — |
| Corporations and other businesses | Fewer than 5 | $0 | 0.0% | — |
| Total | 399 | $255M | 100% | — |
- Clients
- 341
- Regulatory AUM
- $118M
- AUM share
- 46.2%
- Avg. per client
- $345K
- Clients
- 58
- Regulatory AUM
- $137M
- AUM share
- 53.8%
- Avg. per client
- $2.36M
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 399
- Regulatory AUM
- $255M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 21
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 101–250
CAP Partners charges 0.50%–2.00% for its Investment management. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial counseling
- Hourly fee of $100 to $500 for broad-based counseling, or a flat fee of $500 to $5,000 depending on the work; subject to negotiation.
- Financial planning
- Billed hourly at $100 to $500 an hour, or on an annual basis; one-half of the estimated fee is due on signing and there is a $500 minimum fee.
Cap McO Holdings, LLC owns 25% to 50% of CAP Partners and is in turn owned by Michael Organ (25–50%). The leadership team of CAP Partners includes Chief Compliance Officer Brendan Easterday. It has 12 employees, 8 of them in advisory roles.
Staff
- 12 employees
- 8 in advisory functions
- 8 state-registered reps
- 3 soliciting firms
- Owns 25% to 50% of Cap Partners, LLC
Cap McO Holdings, LLC
Control person · since January 2026
- Owns 25% to 50% of Cap McO Holdings, LLC
Michael Organ
Control person · since January 2026
- Owns 25% to 50% of Cap Partners, LLC
Cap She Holdings, LLC
Control person · since January 2026
- Owns 25% to 50% of Cap She Holdings, LLC
Susan Hayes Easterday
Control person · since January 2026
- Owns 25% to 50% of Cap Partners, LLC
Cap Bke Holdings, LLC
Control person · since January 2026
- Owns 25% to 50% of Cap Bke Holdings, LLC
Brendan Easterday
Control person · since January 2026
CAP Partners’ regulatory assets grew 1.9× from $137M (May 2021) to $255M (January 2026); clients fell from 436 to 399 and employees rose from 11 to 12.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jan 2026January 2026 | $255M | 399 | 12 | 1 |
| Mar 2025March 2025 | $220M | 365 | 13 | 1 |
| Mar 2024March 2024 | $179M | 342 | 12 | 1 |
| Mar 2023March 2023 | $150M | 522 | 12 | 1 |
| Mar 2022March 2022 | $164M | 495 | 12 | 1 |
| May 2021May 2021 | $137M | 436 | 11 | 1 |
Besides its headquarters, CAP Partners has 0 offices, with 1 listed address in 1 state.
Tennessee · 1 listed address
- 109 International Drive, Suite 210, FranklinHQ
Contact and registration details
- Legal name
- Cap Partners, LLC
- Headquarters
- 109 International Drive, Suite 210, Franklin, TN 37067
- Website
- cap-partners.com
- Phone
- 615-807-2030
- SEC file
- 801-121600
- Structure
- Tennessee LLC
- Fiscal year end
- December
CAP Partners does not have custody of client assets.
At year end, CAP Partners’ separately managed accounts were mostly in funds (69%) and stocks (28%). Its reported 13F holdings for the quarter ended 30 June 2026 total $204M across 155 positions; the largest are Invesco Exch Traded FD TR II (8.0%), Schwab Strategic TR (6.3%) and Tesla Inc. (4.3%).
What the accounts hold
- Stocks28%
- Funds69%
- Cash2%
- Other1%
- U.s. government/agency bonds non exchange traded equity securities corporate bonds1%
How many clients does CAP Partners have?
CAP Partners has 399 clients and manages $255 million for them, as of January 2026. They include 341 individual clients and 58 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 28 January 2026
What services does CAP Partners offer?
CAP Partners provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does CAP Partners charge?
CAP Partners charges 0.50%–2.00% for its Investment management. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable.
Source: PART 2A, filed 28 January 2026
How many financial advisors does CAP Partners have?
CAP Partners has 8 investment adviser representatives registered with state securities authorities, out of 12 employees, and 8 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does CAP Partners invest in?
At the end of its last fiscal year, CAP Partners’ separately managed accounts held 69% registered funds (mutual funds, ETFs, BDCs), 28% exchange-traded equities, 2% cash and equivalents and 1% other. The 1% other category is described as: U.S. Government/Agency Bonds Non Exchange Traded Equity Securities Corporate Bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns CAP Partners?
CAP Partners is owned through holding companies by Michael Organ, Brendan Easterday and Susan Hayes Easterday. Its direct owners are Cap McO Holdings, LLC, Cap She Holdings, LLC and Cap Bke Holdings, LLC, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 28 January 2026
How does CAP Partners get paid?
CAP Partners is paid through a percentage of assets under management, hourly charges and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact CAP Partners?
CAP Partners’ main office is at 109 International Drive, Suite 210, Franklin, TN 37067. Its phone number is 615-807-2030. Its website is cap-partners.com.