Daniel Allen Summerlin

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

• 06/2006 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC
• 06/2006 → Present
  Capfinancial Securities Llc
  Raleigh, NC

Previous Registrations

• 2003-02-17 → 2006-06-26
  Franklin Street Advisors Inc.
  Chapel Hill, NC

Other Businesses

1) Name: Old Merry Hill, LLC., Not Investment-Related. Address: 729 Old Merry Hill Rd. Merry Hill, NC, Nature: Hunting and Fishing Club, Position/Title: Treasurer, Start: 01/30/2015, Hours/Month: 1, Hours during Market Hours: 0, Duties: volunteered to pay bills and serve as treasurer 2) Name: Sandhills Interest LLC, Address: private residence, Not Investment Related, Nature: LLC to hold real estate (e.g. condo), Position/Title: Managing Member, Start: 01/01/2025, Hours/Month: 1, Hours during Market Hours: 0, Duties: manage property

Exams

• S63 Uniform Securities Agent State Law Examination
  2007-02-05
• S65 Uniform Investment Adviser Law Examination
  2003-02-14

Other Names

• Danny Summerlin