For advisors
You built your practice.
Why are you still building
someone else's firm?
CAP is an independent advisory platform built for advisors who want autonomy, real economics, and the infrastructure to do their best work — without giving up ownership of what they've built.
Start the conversationWhy CAP exists
Why advisors are joining CAP
Economics that match what you produce
Most independent platforms talk payout. We're transparent about the full economic picture, including equity participation through Partner Units.
Infrastructure without bureaucracy
A full operational stack — custody, planning, tax, compliance — without production quotas, product pressure, or layers of approval that make most platforms feel like a smaller wirehouse.
Ownership in what you're building
CAP advisors aren't just collecting a payout. The advisors who help build the firm participate in its growth.
The advisors who've made the move
These are the people who looked at the alternatives and chose CAP.
Who CAP is for
CAP fits advisors who:
- Have built a meaningful practice and want to keep building it on their own terms.
- Care about client outcomes more than chasing the next product release.
- Want a platform that respects their judgment instead of managing their behavior.
- Are open to participating in the growth of a firm they help shape.
We're not for advisors looking for a salary, a sales script, or a brand to hide behind.
What you get
What the move actually looked like
Specific, anonymized stories from advisors who joined CAP. The names are withheld, the numbers are real.
Total AUM when leaving my previous firm was about $65M, with pretax income around $220K. Within 4 months I had replaced my income. After 6 months at CAP I had brought over $27.5M and my pay was about $240K annually. By the end of 2023 I had just over $30M in AUM and some of that was new growth from client referrals and excitement about what we could offer.
Advisor who joined in 2023
Additional advisor story to be added.
Coming soon
Additional advisor story to be added.
Coming soon
How CAP advisors are paid
CAP operates as a contractor platform. Advisors keep a meaningful share of what they produce — competitive with the top independent platforms — and participating advisors also receive Partner Units that share in the firm's growth.
We're transparent about the full economic picture during a real conversation. The headline number isn't the story — the structure is.
Have a conversation
Recruiting at CAP isn't a funnel. It starts with a 30-minute conversation with one of the partners — usually Steve Larsen or Kim Smith — about your practice, your situation, and whether CAP would actually be a better home than where you are now.
No deck. No pitch. Just a real conversation.
Or reach out directly: join@columbiaadvisorypartners.com
Common questions
How long does a typical transition take?
Most advisors move their book within 60–90 days. Our operations team handles the heavy lifting.
What happens to my existing clients?
Your clients stay your clients. CAP isn't a roll-up — we don't take ownership of your book.
What does compliance look like?
One dedicated CCO, no production approval layers, no product quotas. We take compliance seriously without making it your second job.
How are Partner Units allocated?
Partner Units are awarded based on contribution to the firm — practice size, longevity, and role. The structure rewards advisors who help build CAP, not just those who join it.
What regions do you operate in?
CAP currently operates in the Northwest, Midwest, and Southwest. We're open to advisors anywhere we can support them well.
Not an advisor?
We're always looking for paraplanners, investment associates, and client service professionals to join the team.
Send your resume