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Kristin Elizabeth Moistner

Captrust

Indianapolis, IN

CRD 4839222

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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

AuthorityCategoryStatusDate
IN RA APPROVED 2023-10-20
  • IN RA
    APPROVED
    Since 2023-10-20

Branch Locations

9100 Keystone Crossing Suite 700, Indianapolis, IN 46240 • 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
OrganizationCityStateFromTo
Column Capital Advisors, Llc Indianapolis IN 01/2019 10/2023
Wallington Asset Management Indianapolis IN 08/2016 01/2019
Capfinancial Partners Llc (Captrust) Raleigh NC 10/2023 Present
  • 01/2019 → 10/2023
    Column Capital Advisors, Llc
    Indianapolis, IN
  • 08/2016 → 01/2019
    Wallington Asset Management
    Indianapolis, IN
  • 10/2023 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2023-06-12 → 2024-08-09
    Column Capital Advisors, Llc
    Indianapolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-06-10
  • S65 Uniform Investment Adviser Law Examination
    2023-06-10
Other Names
  • Kristin Elizabeth Ruyle

View on SEC IAPD

Nearby Firms

SANCTUARY ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWEST FINANCIAL SERVICES INC

Nearby Investors

MARTIN WAYNE RICE
Michael REED Myers
BEAU MCCOY BARRETT

Nearby Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN

More in Indianapolis, IN

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