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Analog Capital Partners LLC CRD 309636
$92.8M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
12 Greenway Plaza Suite 1115, Houston, TX 77046 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-10-16 |
Branch Locations
12 Greenway Plaza Suite 1115, Houston, TX 77046 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Court Place Advisors, Llc | Ellicott City | MD | 11/2015 | 06/2018 |
| Surepath Wealth Management | Frederick | MD | 06/2018 | 06/2018 |
| Infinity Wealth Partners, Llc | Columbia | MD | 06/2018 | Present |
| Cmb Accounting, Llc | Frederick | MD | 12/2017 | 11/2018 |
| Rcn & Associates | Edgewater | MD | 11/2015 | 11/2018 |
| Wc Acquisitions Iii, Llc | Laytonsville | MD | 11/2012 | 06/2018 |
| Analog Capital Partners Llc | Houston | TX | 08/2024 | Present |
| Strategic Tax Planning | Annapolis | MD | 03/2022 | Present |
| Eaglestone Tax & Accounting Services | Rockville | MD | 01/2024 | Present |
| Cassaday & Company | Mclean | VA | 03/2020 | 03/2022 |
| Wealth Enhancement Tax & Consulting | Plymouth | MN | 01/2026 | Present |
1) I am a Senior Tax Manager at EagleStone Tax & Accounting Services which is a CPA firm. I receive no commissions from this business. I spend half of my working hours during the week in this role. 2) I am the President of Strategic Tax Planning which is a CPA firm. I receive commissions from previously referred clients of the firm. 3) Wealth Enhancement Tax & Consulting Services; Investment related; 505 Highway 169 North, Suite 900 Plymouth MN 55441; Tax preparation, planning, and projection services.; Vice President; Start Date: 01/13/2026; Hours per month during trading hours: 60; Hours per month outside trading hours: 60.
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