Liberty Partners Capital Management, LLC

Liberty Partners Capital Management, LLC (CRD# 131117) is a financial advisory firm headquartered in Bakersfield, CA. They manage $100,593,329 in 809 accounts and serve the financial needs of clients across 33 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    809
    ACCOUNTS
  • Average Account Value
    $124,343
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MO, MS, NC, NH, NJ, NV, NY, OH, OR, PA, SC, TN, TX, VA, WA

Financial Advisors at Liberty Partners Capital Management, LLC
Showing 1 - 10 of 44 top financial advisors.
1
Stephen A. Eppich
CRD#: 1454349
1991 Crocker Rd, Suite 600, Westlake, OH 44145
103
Wealthminder
score

Stephen Eppich (CRD# 1454349) is an Investment Advisor Representative working at Liberty Partners Capital Management, LLC in Westlake, OH and has over 30 years of experience in the finance industry. Stephen Eppich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.

2
John T. Pineman
CRD#: 1414127
Highlands Ranch, CO
98
Wealthminder
score

John Pineman (CRD# 1414127) is an Investment Advisor Representative working at Liberty Partners Capital Management, LLC in Highlands Ranch, CO and has over 27 years of experience in the finance industry.

3
John E. Anderson
CRD#: 1786881
Senoia, GA
96
Wealthminder
score

John Anderson (CRD# 1786881) is an Investment Advisor Representative working at Liberty Partners Capital Management, LLC in Senoia, GA and has over 29 years of experience in the finance industry. John Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Bradley D. Atkins
CRD#: 2963790
1100 Queensboroug Blvd., Mount Pleasant, SC 29464
93
Wealthminder
score

Bradley Atkins (CRD# 2963790) is an Investment Advisor Representative working at Liberty Partners Capital Management, LLC in Mount Pleasant, SC and has over 20 years of experience in the finance industry.

5
Nicholas S. Consoles
CRD#: 1406586
1 Merrill Industrial, Suite 13, Hampton, NH 03843
93
Wealthminder
score

Nicholas Consoles (CRD# 1406586) is an Investment Advisor Representative working at Liberty Partners Capital Management, LLC in Hampton, NH and has over 25 years of experience in the finance industry.

6
Matthew A. Holman
CRD#: 2812695
5060 California Ave, Suite 620, Bakersfield, CA 93309
93
Wealthminder
score

Matthew Holman (CRD# 2812695) is an Investment Advisor Representative working at Liberty Partners Capital Management, LLC in Bakersfield, CA and has over 21 years of experience in the finance industry.

7
Malvin T. Johnson
CRD#: 2512972
117 C Street, Vallejo, CA 94590
93
Wealthminder
score

Malvin Johnson (CRD# 2512972) is an Investment Advisor Representative working at Liberty Partners Capital Management, LLC in Vallejo, CA and has over 23 years of experience in the finance industry.

8
Michelle L. Lawson
CRD#: 3269904
5060 California Ave, Suite 620, Bakersfield, CA 93309
93
Wealthminder
score

Michelle Lawson (CRD# 3269904) is an Investment Advisor Representative working at Liberty Partners Capital Management, LLC in Bakersfield, CA and has over 16 years of experience in the finance industry.

9
Dhrumil A. Parikh
CRD#: 5815095
2161 Palm Beach Lakes Blvd., Ste. 317, West Palm Beach, FL 33409
93
Wealthminder
score

Dhrumil Parikh (CRD# 5815095) is an Investment Advisor Representative working at Liberty Partners Capital Management, LLC in West Palm Beach, FL and has over 7 years of experience in the finance industry.

10
Kyle J. Van Oort
CRD#: 2544670
8835 East Speedway Blvd., Ste. D, Tucson, AZ 85710
93
Wealthminder
score

Kyle Van Oort (CRD# 2544670) is an Investment Advisor Representative working at Liberty Partners Capital Management, LLC in Tucson, AZ and has over 23 years of experience in the finance industry.

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