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Nicholas Adam Decenso

Captrust

Raleigh, NC

CRD 5331467

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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
NC RA APPROVED 2015-04-15
  • NC RA
    APPROVED
    Since 2015-04-15

Branch Locations

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • 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
Capfinancial Securities Llc Raleigh NC 07/2014 Present
Capfinancial Partners Llc (Captrust) Raleigh NC 07/2014 Present
  • 07/2014 → Present
    Capfinancial Securities Llc
    Raleigh, NC
  • 07/2014 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2010-02-05 → 2014-09-16
    Crestone Asset Management Llc
    Boulder, CO
  • 2007-12-03 → 2010-01-21
    St Louis, MO
Other Businesses

Rental Property; Investment-Related: No; private residence; rental property; owner; Start; 2.10.23; Hours/Month: 2; Hours during Market Hours: 0; Duties:?manage rental property

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-02-27
S65 Uniform Investment Adviser Law Examination 2007-02-16
  • S63 Uniform Securities Agent State Law Examination
    2010-02-27
  • S65 Uniform Investment Adviser Law Examination
    2007-02-16

View on SEC IAPD

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