Brandon Carnick Aber

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

• 10/2012 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC
• 10/2012 → Present
  Capfinancial Securities Llc
  Raleigh, NC

Previous Registrations

• 2015-03-25 → 2015-04-22
  Capfinancial Securities, Llc.
  Raleigh, NC

Other Businesses

1. Name: Respondent Investment-Related: No. Address: Respondent.io Nature: facilitates one-on-one consumer research studies and focus group Position/Title: Consultant Start: 02/25/2020 Hours/Month: 1 Hours during Market Hours: 1 Duties: Provide general insights into advising/managing wealth and/or institutional business. 2. Name: AlphaSights Investment-Related: No. Address: Thames Court, 1 Queenhithe, 3rd Floor London, EC4V 3DX United Kingdom Nature: connect clients with industry professional Position/Title: consultant Start: 01/01/2021 Hours/Month: 1 Hours during Market Hours: 1 Duties: consult on industry themes and offer opinions in the investment/advisory environment

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-03-25