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Brendan Karl Easterday

CAP PARTNERS, LLC·FRANKLIN, Tennessee
SIE, Series 6, Series 7, Series 26, Series 63, Series 66Clean record19 years registeredCAP PARTNERS, LLC
109 INTERNATIONAL DRIVE, FRANKLIN, TN 37067CRD# 4512551Firm CRD# 144779

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brendan Karl Easterday · FRANKLIN, TN
Registration
CRD #4512551 · CAP PARTNERS, LLC · 19 years registered
Brand Profile
Not yet started
01

Career History

CAP PARTNERS, LLC
May 2013 – present
COMPASS ADVISORY PARTNERS LLC
Aug 2007 – Mar 2013
BRENTWOOD, TN
COMPASS ADVISORY GROUP, LLC
Mar 2007 – Jul 2008
BRENTWOOD, TN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 26
Series 63
Series 66
Registration record
First registered · March 29, 2007
Years registered · 19
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CAP PARTNERS, LLC
CRD 144779 · SEC 801-121600
AUM
$179M
Regulatory assets under management
Employees
13
1,242 client accounts
Services offered by CAP PARTNERS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CAP PARTNERS, LLC →
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05

Frequently Asked Questions

What services does Brendan Karl Easterday offer?
Brendan Karl Easterday specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FRANKLIN, Tennessee for a consultation.
What are Brendan Karl Easterday's credentials?
Brendan Karl Easterday is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brendan Karl Easterday located?
Brendan Karl Easterday is based in FRANKLIN, Tennessee, working with CAP PARTNERS, LLC. Their office serves clients in the FRANKLIN metropolitan area and surrounding communities.
How does Brendan Karl Easterday charge for services?
Brendan Karl Easterday's firm is compensated through percentage of aum, hourly charges, other: flat fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAP PARTNERS, LLC?
CAP PARTNERS, LLC has approximately 13 employees and manages $179M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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