RIA Intel›Advisers›California›CAPITAL PARTNERS INVESTMENT GROUP INC

CAPITAL PARTNERS INVESTMENT GROUP INC

Advisory

CA

Data as of Jun 10, 2026 · Source: SEC Form ADV

Rank in CA

#3,668

of 5,480 advisers by AUM

Average account

$1M

across 36 accounts

AUM per adviser

$40M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 10, 2026.

Total AUM

$40M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$40M

Discretionary AUM$40M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients36

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

36 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

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$40M

MCLUCAS CHARLES JOSEPH JR

$40M

CARTY FINANCIAL, INC.

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TRUE ROOT FINANCIAL LLC

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