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Vicki Elaine Love

Captrust

Raleigh, NC

Austin, TX

CRD 5490422

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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
TX RA APPROVED 2019-10-04
  • TX RA
    APPROVED
    Since 2019-10-04

Branch Locations

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

115 Wild Basin Road S. #225, Austin, TX 78746 • 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
South Texas Money Management, Ltd. San Antonio TX 06/2006 09/2019
Capfinancial Partners, Llc (Captrust) Raleigh NC 09/2019 Present
  • 06/2006 → 09/2019
    South Texas Money Management, Ltd.
    San Antonio, TX
  • 09/2019 → Present
    Capfinancial Partners, Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2008-03-17 → 2019-12-02
    South Texas Money Management, Ltd.
    Austin, TX
    San Antonio, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-03-14
  • S65 Uniform Investment Adviser Law Examination
    2008-03-14
Other Names
  • Vicki E Love

View on SEC IAPD

Nearby Firms

TOWNSEND ASSET MANAGEMENT CORP.
FORTRESS PRIVATE LEDGER, LLC
OLDE RALEIGH FINANCIAL GROUP

Nearby Investors

ARNE W MORRIS
JAMES MICHAEL TARKENTON
CALEB ROBERT GRIFFITH

Nearby Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC

More in Raleigh, NC

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