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Brian Upchurch

Captrust

Indianapolis, IN

Bonita Springs, FL

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Current Employers
Captrust

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
IN RA APPROVED 2023-10-16
  • FL RA
    APPROVED
    Since 2025-01-01
  • IN RA
    APPROVED
    Since 2023-10-16

Branch Locations

9100 Keystone Crossing Suite 700, Indianapolis, IN 46240 • United States

Bonita Springs, FL • 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
OrganizationCityStateFromTo
Column Capital Indianapolis IN 05/2004 10/2023
Column Capital Group, Ltd. Indianapolis IN 05/2005 10/2023
Column Family Office, Llc Indianapolis IN 05/2005 10/2023
Capfinancial Partners Llc (Captrust) Raleigh NC 10/2023 Present
  • 05/2004 → 10/2023
    Column Capital
    Indianapolis, IN
  • 05/2005 → 10/2023
    Column Capital Group, Ltd.
    Indianapolis, IN
  • 05/2005 → 10/2023
    Column Family Office, Llc
    Indianapolis, IN
  • 10/2023 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2005-06-02 → 2024-08-09
    Column Capital Advisors, Llc
    Indianapolis, IN
    Estero, FL
    Estero, FL
    Indianapolis, IN
  • 2002-01-14 → 2005-07-11
    Ernst & Young Investment Advisers Llp
    Indianapolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-05-20
  • S65 Uniform Investment Adviser Law Examination
    1998-05-20
Designations
Other Names
  • Brian Williams Upchurch

View on SEC IAPD

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CRF FINANCIAL GROUP
NORTHBOUND WEALTH
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Other Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN
NORTHWEST FINANCIAL SERVICES INC · INDIANAPOLIS, IN
NORTHWEST FINANCIAL SERVICES INC · Indianapolis, IN
INVESTMENT ADVISORS OF INDIANAPOLIS INC · INDIANAPOLIS, IN
BAXTER CAPITAL MANAGEMENT INC · INDIANAPOLIS, IN

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