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Captrust CRD 175112
$1.24T regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2022-11-04 |
| TX | RA | APPROVED | 2022-11-04 |
Branch Locations
4200 W 115Th Street, Suite 210, Leawood, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Danda Trouve Investment Management | Priarie Village | KS | 07/2002 | 10/2022 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 10/2022 | Present |
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