1015 CAPITAL PARTNERS, LLC
SEC RegisteredFostering financial empowerment with concierge expertise and discipline
About the firm
1015 Capital Partners was founded on the principle of serving clients best by being independent. The firm collaborates directly with clients to help achieve their financial goals, acting as advocates and partners in their clients' visions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Bespoke investment portfolio development for taxable and tax-aware clients; advice and strategy for specific financial and investment objectives; coordination of advice with client's service providers and advisors; banking and lending for specific needs and goals; legacy and philanthropic planning.
Who they serve
High net-worth individuals, families, business owners, and executives, including multigenerational clients and wealth creators.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 18 | $148M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $3,000,000 | 0.95% |
| Next $2,000,000 | 0.75% |
| Next $5,000,000 | 0.50% |
| Next $15,000,000 | 0.30% |
| Over $25,000,000 | 0.00% |
Data as of March 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. 1015 CAPITAL PARTNERS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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