Chad Jeremy Griffeth

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:

Current Employers

Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2018-09-19

MN RA
APPROVED

Since 2018-09-19

Branch Locations

Excelsior, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Actium Llc	Grand Rapids	MI	02/2006	07/2018
Captrust Financial Advisors	Raleigh	NC	07/2018	Present

02/2006 → 07/2018

Actium Llc

Grand Rapids, MI
07/2018 → Present

Captrust Financial Advisors

Raleigh, NC

Previous Registrations

2013-10-15 → 2018-10-01

Bemanaged

Grand Rapids, MI

Other Businesses

Name: Chad Griffeth, Investment-Related: No. Address: private residence, Nature: rental income, Position/Title: Owner, Manager, Start: 06/01/2021, Hours/Month: 4, Hours during Market Hours: 0, Duties: manage rental property

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2013-10-24
S63	Uniform Securities Agent State Law Examination	2002-05-01

S65 Uniform Investment Adviser Law Examination

2013-10-24
S63 Uniform Securities Agent State Law Examination

2002-05-01

View on SEC IAPD