John Conrad Hays

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

• 01/2016 → 10/2017
  Lockton Companies Llc
  Dallas, TX
• 01/2016 → 10/2017
  Lockton Financial Advisors Llc
  Dallas, TX
• 01/2016 → 10/2017
  Lockton Investment Advisors, Llc
  Dallas, TX
• 11/2017 → 08/2020
  The Huntington Investment Company
  Columbus, OH
• 09/2020 → 05/2022
  Voisard Asset Management Group
  Grand Rapids, MI
• 07/2022 → 09/2022
  Lincoln Investment
  Fort Washington, PA
• 09/2022 → Present
  Capfinancial Securities Llc
  Raleigh, NC
• 09/2022 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC

Previous Registrations

• 2022-07-30 → 2022-12-22
  Lincoln Investment
  Fort Washington, PA
  New Albany, OH
• 2020-09-22 → 2022-05-27
  Voisard Asset Management Group
  Grand Rapids, MI
• 2017-12-19 → 2020-08-07
  The Huntington Investment Company
  Grand Rapids, MI
  Columbus, OH
  Grand Rapids, MI
• 2016-02-10 → 2017-10-25
  Lockton Investment Advisors, Llc
  Dallas, TX
  Overland Park, KS
• 2009-04-20 → 2016-01-26
  Nationwide Investment Advisors, Llc
  Columbus, OH

Exams

• S66 Uniform Combined State Law Examination
  2009-04-16