Amanda Maeve Crowgey Wells

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

• 01/2003 → 12/2018
  Catawba Capital Management
  Roanoke, VA
• 05/2018 → Present
  Capfinancial Partners, Llc. (Captrust)
  Raleigh, NC

Previous Registrations

• 2013-12-19 → 2018-12-31
  Catawba Capital Management Inc
  Roanoke, VA
  Roanoke, VA

Other Businesses

Name: Clickworker.com Inc Address: private residence Not Investment Related Nature: AI Training Position/Title: 1099 Contractor/Independent Contractor Start: 08/09/2025 Hours/Month: 48 Hours during Market Hours: 0 Duties: AI training, editing, and proofreading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-12-19