Dennis Wayne Stavinoha

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

• 01/2018 → 12/2024
  Wealth Covenant Group Llc
  Houston, TX
• 12/2024 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC
• 09/2000 → 02/2018
  Lpl Financial
  Houston, TX
• 11/1991 → 12/2024
  Dennis Stavinoha Ins Agent
  Houston, TX

Previous Registrations

• 2018-01-09 → 2025-03-20
  Wealth Covenant Group Llc
  Houston, TX
• 2000-09-07 → 2018-02-27
  Lpl Financial Llc
  Houston, TX
  Houston, TX
  Sedgwick, ME
• 2001-08-15 → 2002-11-21
  Stavinoha White Strategic Financial Group, Inc.
  Houston, TX

Other Businesses

Name: DMS73 Investments, LLC; Address: private residence; Investment-Related: No; Nature: LLC to hold personal investments; Position/Title: Managing Member; Start: 5/15/2020; Hours/Month: 1; Hours during Market Hours: 1; Duties: manage personal investments Name: Summer Tide, LLC; Address: private residence; Investment-Related: No; Nature: LLC to hold real estate; Position/Title: Managing Member; Start: 5/15/2020; Hours/Month: 1; Hours during Market Hours: 1; Duties: property management Name: DWS, LLC; Address: 7904 N Sam Houston Pkwy W Suite 310,Houston, TX 77064; Investment-Related: No; Nature: LLC to hold CAPTRUST; stock; Position/Title: Managing Member; Start: 1/01/2018; Hours/Month: 1; Hours during Market Hours: 1; Duties: managing member Name: John Wesley Methodist Church Endowment; Address: 5830 Bermuda Dunes Drive, Houston, TX 77069; Investment-Related: Yes; Nature: Endowment for church; stock; Position/Title: Board Director; Start: 1/01/2014; Hours/Month: 2; Hours during Market Hours: 2; Duties: member of board that manages the investments of the endowment; not a client

Exams

• S63 Uniform Securities Agent State Law Examination
  1996-10-09

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Dennis Wayne Stavinoha