Austin John Hipschen

Employer firm

Captrust CRD 175112

$1.24T regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 08/2017
  Morgan Stanley
  Plano, TX
• 11/2025 → Present
  Capfinancial Partners, Llc. (Captrust)
  Raleigh, NC
• 08/2017 → 01/2024
  Alm First
  Dallas, TX
• 02/2024 → 10/2025
  Self Employed
  Dallas, TX

Previous Registrations

• 2015-12-10 → 2017-08-23
  Morgan Stanley
  Plano, TX
• 2014-02-13 → 2015-09-17
  Usaa Financial Planning Services
  Addison, TX
• 2012-05-18 → 2013-09-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2012-05-15
• S63 Uniform Securities Agent State Law Examination
  2000-11-03

Designations

• Certified Financial Planner

Other Names

• Austin John Hipschen
• Austin Hipschen