Karen Tidwell
CAP Partners · Franklin, Tennessee
Karen Tidwell is a fee-only financial advisor at CAP Partners in Franklin, Tennessee. CAP Partners reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | CAP Partners |
|---|---|
| Based in | Franklin, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $254.7M across 1,406 accounts |
| SEC registration | Investment adviser representative in TN, TX · CRD 2690141 |
| Exams passed | Series 63 (1996) · Series 65 (2017) · Series 66 (2000) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.cap-partners.com |
| Profile |
How Karen's firm compares
- CAP Partners's average account is about $181,000, from its Form ADV (assets managed divided by 1,406 accounts).
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Questions about Karen
Is Karen Tidwell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Karen holds no broker registration, and CAP Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Karen charge for financial advice?
Karen's firm, CAP Partners, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Karen Tidwell based?
Karen Tidwell is based in Franklin, Tennessee.
Is Karen Tidwell registered with the SEC?
Yes. Karen Tidwell is registered as an investment adviser representative in TN and TX (CRD 2690141), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CAP Partners manage?
CAP Partners reports $254.7M across 1,406 accounts in assets under management.
How do I contact Karen Tidwell?
Through Karen's website, www.cap-partners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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