Raquel Renfro Lopez

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
OK	RA	APPROVED	2021-10-11
TX	RA	APPROVED	2021-10-11

OK RA
APPROVED

Since 2021-10-11
TX RA
APPROVED

Since 2021-10-11

Branch Locations

Helotes, TX • 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
Covenant Multi-Family Offices, Llc	San Antonio	TX	02/2015	09/2021
Capfinancial Partners, Llc. (Captrust)	Raleigh	NC	09/2021	Present

02/2015 → 09/2021

Covenant Multi-Family Offices, Llc

San Antonio, TX
09/2021 → Present

Capfinancial Partners, Llc. (Captrust)

Raleigh, NC

Previous Registrations

2015-03-02 → 2021-11-24

Covenant

San Antonio, TX

Oklahoma City, OK

Helotes, TX
2015-01-02 → 2015-02-18

Cfs, Llc

Oklahoma City, OK

Other Businesses

Grand Purpose LLC; Investment-Related: No; 4372 N Loop 1604, ste 116, San Antonio TX; Continuity and Insurance Planning; Assistant ; Start 8/16/22; Hours/Month:30 ; Hours during Market Hours:2 ; Duties: Assist with continuity and insurance planning.

Designations

Certified Financial Planner

Other Names

Raquel Marie Renfro
Raquel Renfro Lopez
Raquel Marie Renfro

View on SEC IAPD