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CAP Partners, LLC

CAP Partners, LLC. CRD 144779

CAP Partners, LLC logo

CRD: 144779

CAP Partners, LLC

Franklin, TN, 37067
6158072030
www.cap-partners.com
$254.7M Total AUM
$254.7M Disc. AUM
20.6% 3Y CAGR
12 Employees
420 ADV. Clients
17 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail
Platforms
--
Established Date
06-03-2009
Office Locations
1

Office Locations

109 International Drive Suite 210 Franklin TN

About CAP Partners, LLC

CAP Partners is an independent, fiduciary advisory firm serving families in Tennessee and beyond since 2002. The team builds customized financial plans and investment strategies for retirement and broader life goals, implemented across vehicles including ETFs and mutual funds. Clients get secure online portfolio visibility and real-time planning via eMoney, plus access to a curated network for real estate, mortgage, and legal needs.

Team overview

31 AVG AGE
$31.8M AVG AUM / ADVISOR
$606.3K AVG AUM / CLIENT
7.9 yrs AVG TENURE
12 Employees
8 Advisory Reps
8 RIA Reps
17yrs Firm Age

Insights

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Asset Classes

Foundation peak

Custodian

Wave

Investment Themes

North

Investment Vehicles

Matrix insight

Platform

Ridge

Services

Wave crest Oak wave Ridge Signal oak North Harbor

Owner & Executives

B

BRENDAN KARL EASTERDAY

Chief Compliance Officer, Chief Executive Officer

CRD
#4512551
Ownership
Less than 5%
(633) 653-1943
harbor.alpha@legacycapital.com
in linkedin.com/in/north-signal

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Contacts

Jon Deven Mouton

Jon Deven Mouton

Director, Financial Advisor

CRD
#7367788
(230) 238-6758
capital.vector@meridiancapital.com
in linkedin.com/in/wave-bridge
Susan Turner Mull

Susan Turner Mull

Financial Advisor, General Partner

CRD
#7193311
(395) 727-1292
horizon.element@peakcapital.com
in linkedin.com/in/matrix-peak
P

Pioneer oak

Zenith value north

CRD
#50468
(915) 901-2881
unison.ridge@crestcapital.com
in linkedin.com/in/harbor-ridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-25-2022
03-10-2023
11-20-2024
12-01-2025
01-28-2026
Category Assets AVG. Account size
Discretionary $254,660,251 $181,124
Non-Discretionary $0 --
Total $254,660,251 $181,124

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Separately Managed Accounts

Total SMA Asset: $254,660,251

$254.7M Total SMA
Public Funds:
24.1%
Equity - Exchange:
34.5%
Cash:
15.5%
Other:
25.9%
Asset class Assets Assets %
Public Funds $1,474,988,453 24.1%
Equity - Exchange $2,111,497,993 34.5%
Cash $948,644,026 15.5%
Other $1,585,153,566 25.9%
Total $6,120,284,038 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
OPTIMA ATLAS FUSION EMBER 2JB8GCM1L RGNO 3.39% $90,775,848
BEACON CATALYST ELEMENT INSIGHT VITAL XNZ2BZAG0 KVI 3.84% $95,268,302
HORIZON MATRIX PEAK LEGACY UNISON PTNSXMJL6 RYQD 10.19% $55,461,665
FOUNDATION SIGNAL EMBER PRIME EWK5K0Z6T KLPH 11.82% $88,827,823
QUANTUM PATHWAY VERTEX CATALYST SUMMIT I34I9LVBJ PXM 4.64% $90,396,859
MERIDIAN RADIAL ZENITH HARBOR IKOX3K6ZQ VKQZ 5.10% $81,215,431
WAVE RADIAL DELTA FOCUS MATRIX H0HJMZUBY RHXY 3.72% $114,407,118
PEAK ATLAS HORIZON OAK MATRIX U1I045YU6 DQYDU 1.21% $46,686,823

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