FIRM PROFILE

CAPFINANCIAL PARTNERS, LLC

CRD 175112 · Source month: August 2026

Reported business facts

CRD number: 175112Reported in SEC monthly data
Legal name: CAPFINANCIAL PARTNERS, LLCReported in SEC monthly data
Regulatory assets under management: $1,236,704,853,633.00Reported in SEC monthly data
Employees: 1,841Reported in SEC monthly data
Employees performing advisory functions: 885Reported in SEC monthly data
Individual clients (other than high net worth): 19,698Reported in SEC monthly data
High net worth individual clients: 18,154Reported in SEC monthly data
Banking or thrift institution clients: Not reportedObserved missing state
Investment company clients: Not reportedObserved missing state
Business development company clients: Not reportedObserved missing state
Other pooled investment vehicle clients: 17Reported in SEC monthly data
Pension and profit-sharing plan clients: 3,523Reported in SEC monthly data
Charitable organization clients: 232Reported in SEC monthly data
State or municipal government clients: 49Reported in SEC monthly data
Other investment adviser clients: Not reportedObserved missing state
Insurance company clients: 10Reported in SEC monthly data
Sovereign wealth fund or foreign official clients: Not reportedObserved missing state
Corporation or other business clients: 67Reported in SEC monthly data
Other clients: Not reportedObserved missing state

Regulatory assets under management do not measure investment performance. Client categories are reported counts, not a recommendation or service guarantee.

Sources and verification

SEC monthly adviser data →

View current official adviser record →

This directory uses monthly snapshots. The current official record may contain newer filings or registration information.

Report a data issue

Email us the reported field, what needs checking and a supporting public source. Include CRD 175112 and source month 2026-08 if writing your own message. Do not include account numbers or other sensitive information.

Email kyle@greendogtech.com

This opens your email app with the firm and source details filled in. You can also copy the address into your email service. Reports are reviewed manually; sending an email does not change the published data or the underlying SEC filing.