RIA Intel›Advisers›North Carolina›CAPFINANCIAL PARTNERS, LLC

CAPFINANCIAL PARTNERS, LLC

Advisory

N·RALEIGH, NC

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$1.2T
1-Year AUM Growth
+27.1%
3-Year CAGR
+18.1%
Employees
885
Assets Under Management
Total AUM$1.2T
Discretionary AUM$320.2B
Non-Discretionary AUM$916.5B
Discretionary %25.9%
Total Clients36,839
Team
Total Employees885
Investment Advisers1,841
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record99
First FilingMar 12, 2015
Latest FilingMar 27, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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