C
Capital Partners Investment Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$40,140,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
35
57% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
35
TypicalAverage account size
$1,146,857
About
Capital Partners Investment Group provides comprehensive wealth management, financial planning, and retirement-plan consulting to individuals, trusts and estates (including charitable organizations), pension and profit-sharing plans, and business entities. The firm manages assets on a discretionary basis for a small client base — roughly $40 million across about 35 accounts — and also offers standalone financial planning and consulting engagements.
The firm operates as a fiduciary and emphasizes tailoring strategies to each client’s risk tolerance, time horizon and objectives, with regular monitoring and rebalancing of portfolios. Implementation draws on a wide toolkit — individual stocks and bonds, mutual funds and ETFs, options and warrants, structured products, fixed annuities, and insurance solutions — and employs quantitative optimization, technical analysis and computerized modeling as part of its process.
What distinguishes this firm from many peers is the combination of advisory services with insurance distribution: the advisor is a licensed insurance agent who offers non‑security insurance products and annuities alongside investment management. The firm also accepts ERISA fiduciary appointments and provides retirement-plan/pension consulting and services to charitable organizations, capabilities that are relatively uncommon among independent advisers of this size.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Options & derivatives strategies
Equity compensation tax strategy
Wealth management
Occupation focus
Executive
Founder/Business Owner
Fee options
Flat fees range from $100 to $25,000 for financial planning and consulting services.
$0 - $1,500,000: 1.00% $1,500,001 - $2,500,000: 0.90% $2,500,001+: 0.50%
Up to $350 per hour for financial planning and consulting services.
Account minimum: $100,000 (negotiable)
Main office location
Capital Partners Investment Group
Altadena CA, United States
Number of offices
1
Most active in
Capital Partners Investment Group has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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