DFX Intelligence

108 more advisory clients, 313 more Schedule C rows and 34 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Capfinancial Partners, LLC

unclassified

108 more advisory clients, 313 more Schedule C rows and 34 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Advisory clients on the tape

110

Schedule C, ACFR

Public-system clients

ACFR and seeds

ADV institutional clients

n/a

Item 5.D

ADV institutional RAUM

Not disclosed

pension, government, charity, insurance, sovereign

ADV discretionary RAUM

Not disclosed

Item 5.F

Advisory clients

111 allocators

Central National Gottesman Pension Plan General consultantthrough Dec 31, 2025 Form 5500
I.B.E.W. Local No. 728 Pension Fund Investment adviser (plan)through Dec 31, 2025 Form 5500
Latham & Watkins Cash Balance Plan Investment adviser (plan)through Dec 31, 2025 Form 5500

+108 more advisory clients

Every name, record and relationship behind this count, with the source on each.

316 rows, $18.9M direct compensation as filed

Plan	Plan year	Codes	Relationship as filed	Direct compensation
I.B.E.W. Local No. 728 Pension Fund	2025	27	NONE	$142,135
Latham & Watkins Cash Balance Plan	2025	27 50	NONE	$85,000
NFO Research, Inc. Pension Plan	2025	27 50	INVESTMENT ADVISORY	$22,500

+313 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Dec 31, 2025Consultant changedinferenceNFO Research, Inc. Pension Plan
Capfinancial Partners appears on NFO Research, Inc. Pension Plan's Schedule C as investment adviser (plan) (plan year 2025 vs 2024)
with Capfinancial Partners, LLCaskebsa.dol.gov
Dec 31, 2025Consultant changedinferenceScripps Networks Interactive Pension Plan
Capfinancial Partners, LLC no longer appears on Scripps Networks Interactive Pension Plan's Schedule C as pension consultant (plan year 2025 vs 2024)
with Capfinancial Partners, LLCaskebsa.dol.gov
Dec 31, 2024Manager relationship endedinferenceRetirement Plan for Employees of Southern States
Capfinancial Partners, LLC no longer appears on Retirement Plan for Employees of Southern States's Schedule C as investment manager (plan year 2024 vs 2023)
with Capfinancial Partners, LLCaskebsa.dol.gov
Dec 31, 2024Manager relationship startedIntegris Health, Inc. Retirement Plan a
Captrust Financial Advisors appears on Integris Health, Inc. Retirement Plan a's Schedule C as investment manager (plan year 2024 vs 2023)
with Capfinancial Partners, LLCaskebsa.dol.gov
Dec 31, 2024Consultant changedinferenceRetirement Income Plan for the Employees of Dannon
Capfinancial Partners no longer appears on Retirement Income Plan for the Employees of Dannon's Schedule C as general consultant (plan year 2024 vs 2023)
with Capfinancial Partners, LLCaskebsa.dol.gov

+34 more dated events

Every name, record and relationship behind this count, with the source on each.