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Brendan Karl Easterday

Investment adviser representative at Cap Partners, LLC
15 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

15 years in the industry.

  1. Cap Partners, LLCMar 2013 to now
  2. Comprehensive Asset Management & Servicing, Inc.Mar 2013 to Jul 2018
  3. Sourceline LLCJul 2003 to Dec 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2002
  • Series 66 · Uniform Combined State Law2005

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
4512551
Firm CRD
144779
Advisor's SEC record (opens in a new tab)
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