Cap Partners, LLC
CAP Partners, LLC is a boutique financial planning and investment advisory firm headquartered in Franklin, Tennessee. Founded in 2002, the firm specializes in personalized financial planning, retirement planning, and tailored investment management for individuals, families, and small businesses. CAP Partners has a staff of 6 advisors and provides services primarily to retail and high net worth investors. The firm is registered with the SEC and operates independently to ensure client-focused, fiduciary advice.
Investment Strategy
CAP Partners, LLC develops comprehensive, customized investment portfolios tailored to each client's stage of life and long-term financial goals. The firm's strategy focuses on personalized financial planning, diversified asset management, and holistic wealth guidance. Its independent status ensures objectivity and fiduciary responsibility, utilizing a thorough financial planning process and leveraging established custodians like Charles Schwab to safeguard client assets. Core offerings include financial planning, portfolio management, insurance guidance, and support for retirement and estate planning.
Top Holdings
Equity Positions (137)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
Q QQQM | INVESCO EXCH TRADED FD TR II | 7.69% | $12.2M | 53,796 | $194.41 | $227.10 | +$2.3M |
S SCHX | SCHWAB STRATEGIC TR | 5.83% | $9.3M | 378,635 | $19.78 | $24.44 | +$2.2M |
T TSLA | TESLA INC | 4.97% | $7.9M | 24,864 | $249.27 | $317.66 | +$2.4M |
N NVDA | NVIDIA CORPORATION | 3.36% | $5.3M | 33,766 | $49.52 | $157.99 | +$1.6M |
M MSTR | MICROSTRATEGY INC | 2.84% | $4.5M | 11,168 | $210.80 | $404.23 | +$906.7K |