Registered entities
CEPONIS FINANCIAL GROUP, LLC
Reg. No. 843771410United States
Social engagement
Social engagement: 6.1K social following, 7 posts in the last 12 months — around the industry typical range.
Investor mix
2 investors on record; lead investors include Wealth Partners Capital Group, HGGC.
| Investor type | Count | Share |
|---|---|---|
| Private equity | 2 | 100% |
Recent activity
1 Jul 2026
Event
The New Growth Playbook: How Top RIAs Are Scaling Organically in 2026
26 Jun 2026
Recognition
25 Jun 2026
Event
Portfolio Summits' New York RIA Summit