CAP · For independent advisors
CAP is a home for advisors who want to bring their clients better ideas, spend less time on paperwork, and keep full ownership of what they've built.
At a glance
"Bring your clients more. Keep what's yours."
Two minutes from Steve Larsen.
01 · Alternatives
Through Hartley, CAP advisors can offer private credit, real estate and local deals: investments with names and places your clients recognize.
No more watching your best clients write that check to someone else. Now it's part of the conversation you're already having.
Income ideas that don't depend on the stock market.
Buildings and projects clients can drive past.
Businesses in your own community, owned by your own clients.
02 · Platform
You meet with clients. CAP Digital handles what comes after.
Less time at the desk. More time with the people you serve.
Your notes are written up and a follow-up email is drafted and ready for you to review and send.
Account opening, transfers and forms get prepared for you, so you aren't stuck re-typing.
Models are rebalanced and trades go through to Schwab without a spreadsheet marathon.
Client-ready plans and summaries you can put on the table at the next meeting.
03 · Ownership
Your client relationships belong to you. If CAP ever stops being the right fit, you give 60 days' notice and go. There's no lock-in.
CAP offers transition assistance to help you move your book.
You can keep your own brand, or build under a ready-made regional name: CAP Northwest, CAP Midwest, CAP Southwest or CAP Southeast. It's up to you.
It stays yours.
That's all it takes to leave. No lock-in.
CAP helps you move your book.
CAP Northwest, Midwest, Southwest or Southeast.
The terms
Terms summarized. Full details are in your advisor agreement.
Who it's for
Next step
It's a 30-minute call with Steve. Bring your questions and your numbers, and you'll come away knowing if CAP fits. There's no pressure.