Zachary
Olinger
Cap Partners, LLC
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About this Advisor
Zachary Olinger is a certified financial planner working in Franklin, Tennessee with a total of 5 years of relevant experience. Olinger is on the advisory team at Cap Partners, LLC. During their career, Olinger has held roles at Guardian Life Insurance Co, Park Avenue Securities LLC, Ubs, Columbia University and Fairway Market. Olinger maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Tennessee and Texas. Cap Partners, LLC is a registered investment business that has its headquarters in Franklin, TN. It controls $150 million in total assets across its 1,122 accounts, making it one of the mid-sized firms in the country by assets under management. Of its 1,122 accounts, 24% are associated with high-net-worth individuals who have more than $1 million in assets. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees charged by financial advisors vary depending on which service is provided. Fee types billed by Cap Partners, LLC likely consist of any blend of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cap Partners, LLC Brokerage Details
$149,655,376
12
1,122
$133,383
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Zachary Olinger Work History
Zachary has been registered as a financial advisor for 5 years.*
Guardian Life Insurance Co
Park Avenue Securities LLC
Ubs
Fairway Market
Columbia University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Zachary Olinger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cap Partners, LLC
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
Franklin, TN
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
