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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

CAP PARTNERS, LLC

CRD 144779

FRANKLIN, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:013916d2-cbd1-7ef9-307e-5b9a858a8ba4

Data as of Jan 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 2
On other graphs: 0
Observed: May 26, 2021 to Jan 28, 2026
10 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $255MItem 5.F on the latest filing (2026-01-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $255M
Private client RAUM: $255MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $36.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 8
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,406
Individual clients: 341
High net worth clients: 58
SEC number: 801-121600
CRD: 144779
Filings on the tape: 10
First filed: May 26, 2021
Latest filed: Jan 28, 2026
Organised: Limited Liability Company, TN
Website: cap-partners.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRENDAN KARL EASTERDAY	n/a	FRANKLIN, TN	13	24	2	no
MICHAEL CHRISTOPHER ORGAN	n/a	FRANKLIN, TN	9	20	3	no
Susan Turner Mull	n/a	FRANKLIN, TN	6	17	n/a	no
KAREN BAKER TIDWELL	n/a	FRANKLIN, TN	6	30	3	no
ZACHARY C OLINGER	Certified Financial Planner	FRANKLIN, TN	6	11	1	no
Jon Deven Mouton	n/a	FRANKLIN, TN	1	12	1	no
TANYA SUE SPILLER	n/a	FRANKLIN, TN	0	24	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
EASTERDAY, BRENDAN, KARL	OWNER/CHIEF COMPLIANCE OFFICER	E	yes	01/2014	May 26, 2021	Nov 20, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 5 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Jan 28, 2026	$255M	$255M	12	8	n/a	n/a
2024	Mar 30, 2025	$220M	$220M	13	8	n/a	n/a
2023	Mar 21, 2024	$179M	$179M	12	6	n/a	n/a
2022	Mar 10, 2023	$150M	$150M	12	6	n/a	n/a
2021	Mar 25, 2022	$164M	$164M	12	8	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	2	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$255M	$220M	15.6%	$150M	19.4%	12	13	0	0

Relationships

Registered with (9)

← TANYA SUE SPILLERAdvisorregistration: current employment
Jan 2, 2026 to presentfactForm ADV
← Jon Deven MoutonAdvisorregistration: current employment
Nov 26, 2024 to presentfactForm ADV
← ZACHARY C OLINGERAdvisorregistration: current employment
Jan 15, 2020 to presentfactForm ADV
← KAREN BAKER TIDWELLAdvisorregistration: current employment
Jan 13, 2020 to presentfactForm ADV
← Susan Turner MullAdvisorregistration: current employment
Nov 14, 2019 to presentfactForm ADV
← MICHAEL CHRISTOPHER ORGANAdvisorregistration: current employment
Nov 22, 2016 to presentfactForm ADV
← BRENDAN KARL EASTERDAYAdvisorregistration: current employment
May 20, 2013 to presentfactForm ADV
← Regina L LewisAdvisorregistration: previous registration
Aug 26, 2020 to Mar 2, 2023factForm ADV
← JAMES GLENN HALEYAdvisorregistration: previous registration
Jun 3, 2009 to Feb 11, 2010factForm ADV

Controls (1)

← EASTERDAY, BRENDAN, KARLOwnerOWNER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
May 26, 2021 to Nov 20, 2024factForm ADV

Dated events

Occurred
Mar 2, 2023
Advisor changed firm
Regina L Lewis left Cap Partners, Llc for Captrust (registered 2023-04-05)
Form ADVobserved 5 days ago
Occurred
May 26, 2021
First Form ADV filing
Cap Partners, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:013916d2-cbd1-7ef9-307e-5b9a858a8ba4
First observed: May 26, 2021
Last observed: Jan 28, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CAP PARTNERS, LLC

CRD 144779

FRANKLIN, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:013916d2-cbd1-7ef9-307e-5b9a858a8ba4

Data as of Jan 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:34 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRENDAN KARL EASTERDAY

n/a

FRANKLIN, TN

MICHAEL CHRISTOPHER ORGAN

n/a

FRANKLIN, TN

Susan Turner Mull

n/a

FRANKLIN, TN

n/a

KAREN BAKER TIDWELL

n/a

FRANKLIN, TN

ZACHARY C OLINGER

Certified Financial Planner

FRANKLIN, TN

Jon Deven Mouton

n/a

FRANKLIN, TN

TANYA SUE SPILLER

n/a

FRANKLIN, TN

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

EASTERDAY, BRENDAN, KARL

OWNER/CHIEF COMPLIANCE OFFICER

yes

01/2014

May 26, 2021

Nov 20, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 28, 2026

$255M

n/a

2024

Mar 30, 2025

$220M

n/a

2023

Mar 21, 2024

$179M

n/a

2022

Mar 10, 2023

$150M

n/a

2021

Mar 25, 2022

$164M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$255M

$220M

15.6%

$150M

19.4%