Brandy Ballard Hydrick

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
AL	RA	APPROVED	2020-03-12
NC	RA	APPROVED	2020-03-12

AL RA
APPROVED

Since 2020-03-12
NC RA
APPROVED

Since 2020-03-12

Branch Locations

Charlotte, NC • 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
Hydrick Financial, Llc	Charlotte	NC	06/2009	04/2019
Welch Hornsby, Inc.	Montgomery	AL	01/2014	02/2020
Capfinancial Partners, Llc. (Captrust)	Raleigh	NC	02/2020	Present

06/2009 → 04/2019

Hydrick Financial, Llc

Charlotte, NC
01/2014 → 02/2020

Welch Hornsby, Inc.

Montgomery, AL
02/2020 → Present

Capfinancial Partners, Llc. (Captrust)

Raleigh, NC

Previous Registrations

2014-01-24 → 2020-05-22

Welch Hornsby, Inc.

Charlotte, NC

Montgomery, AL
2001-03-08 → 2009-02-23

Kinsight, Llc

Birmingham, AL

Other Businesses

Name: Brandy Hydrick Investment-Related: No. Address: private residence Nature: rental property owner, rental income Position/Title: Owner Start: 01/31/2012 Hours/Month: 1 Hours during Market Hours: 0 Duties: manage rental property

Designations

Certified Financial Planner

Other Names

Brandy Nicole Ballard
Brandy Ballard

View on SEC IAPD