Katherine Kostecki Johnson

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

• 07/2016 → 07/2022
  Moneta Group Investment Advisors, Llc
  Clayton, MO
• 08/2022 → 04/2023
  Quantitative Advantage, Llc
  Minnetonka, MN
• 04/2023 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC

Previous Registrations

• 2022-08-16 → 2023-06-12
  Quantitative Advantage, Llc
  Minnetonka, MN
• 2015-01-06 → 2022-07-27
  Moneta Group Investment Advisors, Llc
  St. Louis, MO
  Minneapolis, MN

Designations

• Certified Financial Planner

Other Names

• Katherine Nicole Kostecki
• Katie Kostecki
• Katie Johnson
• Katie N Kostecki