17 CAPITAL PARTNERS, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $246.4M |
| Discretionary | $240.4M98% of AUM |
| Non-Discretionary | $6.0M |
| Client Accounts | 416 |
| Avg Account Size | $592K |
| Employees | 7 |
| Peak AUM | $246.4MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $246M | +16.1% | +22.6% | +11.8% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $246.4M |
| Discretionary | $240.4M |
| Employees | 7 |
| Client Accounts | 416 |
| Client Range | 101-250 |
Contact & Location
Address
4417 N. 40TH STREET
PHOENIX AZ 85018
Phone
(602) 718-1177
Filing History
24 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser SelectionPublicationsSecurity Ratings
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$240M
97.6% of AUM
Non-Discretionary
$6M
2.4% of AUM
Disc. mix ▲ 1.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Investment Adviser