John Glenn Keeton

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

• 07/2013 → 12/2017
  Covenant Multi-Family Offices, Llc
  San Antonio, TX
• 01/2018 → 09/2021
  Covenant Multi-Family Offices, Llc
  San Antonio, TX
• 09/2021 → Present
  Capfinancial Partners, Llc. (Captrust)
  Raleigh, NC

Previous Registrations

• 2013-08-14 → 2021-11-24
  Covenant
  San Antonio, TX
• 2010-08-31 → 2012-05-15
  J.P. Morgan Securities Llc
  Houston, TX
• 2010-03-04 → 2010-08-13
  Covenant
  San Antonio, TX

Other Businesses

1) Name: Turn 2 Inspire, Address: private residence, Not Investment Related, Nature: youth program for athletes in San Antonio area, Position/Title: Board Member and Officer, Start: 04/01/2025, Hours/Month: 50, Hours during Market Hours: 5, Duties: Help lead a youth program for athletes to improve physical and mental performance on and off the field. I will also be coordinating community giveback events with other nonprofits that support youth in our community with these athletes. 2) Name: Co-Trustee of Grantor Trust, Address: private residence, Not Investment Related, Nature: Trust, Position/Title: Co-Trustee, Start: Upon Grantor death, Hours/Month: 1, Hours during Market Hours: 0, Duties: serve as co-trustee with daughter of Grantor

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-03-03
• S63 Uniform Securities Agent State Law Examination
  2008-06-26

Designations

• Chartered Financial Analyst