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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does CAP Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does CAP Partners charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does CAP Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does CAP Partners invest in?","answer":"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\nNon Exchange Traded Equity Securities \nCorporate Bonds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns CAP Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does CAP Partners get paid?","answer":"CAP Partners is paid through a percentage of assets under management, hourly charges and other compensation. 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