Karen Baker Tidwell
Investment adviser representative at Cap Partners, LLC
11 yearsExperience
2 statesRegistered in
$254.7MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Cap Partners, LLCMar 2017 to now
- Victory Capital AdvisersMay 2015 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2000
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Cap Partners, LLC
$254.7MAssets managed
399Clients
7Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2690141
- Firm CRD
- 144779