Best Investors Account Sign in
Inactive

Brian Joseph Frank

Frank Capital Partners LLC

Key Biscayne, FL

CRD 4688601

Claim This Profile
Employer firm

Frank Capital Partners LLC CRD 127817

$40.9M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Periodicals / newsletters
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Frank Capital Partners Llc

Key Biscayne, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-02-09
  • FL RA
    APPROVED
    Since 2025-02-09

Branch Locations

Key Biscayne, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Frank Capital Partners Llc Key Biscayne FL 07/2014 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-01
  • S65 Uniform Investment Adviser Law Examination
    2023-04-01

View on SEC IAPD

More in Key Biscayne, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor