Katherine M. Gibert

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

• 03/2005 → 05/2023
  Southern Wealth Investment Advisors Llc
  Dallas, TX
• 05/2023 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC

Previous Registrations

• 2008-03-07 → 2023-10-25
  Southern Wealth Management Llp
  New Orleans, LA
  New Orleans, LA

Other Businesses

1. FOUR GS INVESTMENTS LLC, OWNER/MANAGER, INVESTING, SINCE 01/04/2022, 1 HOUR PER MONTH 2. LE BATEAU GRIS LLC, OWNER/MANAGER OF THE REAL ESTATE HOLDINGS, REAL ESTATE INVESTMENTS, SINCE 07/20/2021, 1 HOUR PER MONTH 3. THIRD G INVESTMENTS LLC, OWNER/MANAGER, INVESTING, SINCE 5/1/2014, 1 HOUR PER MONTH 4. RESOURCE BANK, DIRECTOR, SINCE 1/1/2006, 4 HOURS PER MONTH 5. 3G INVESTMENTS LLC, OWNER/MANAGER, INVESTING, SINCE 1/1/2008, 1 HOUR PER MONTH 6. DENNIS V MCCLOSKEY TESTAMENTARY TRUST, MCCLOSKEY CHARITABLE REMAINDER TRUST, MCCLOSKEY FAMILY FOUNDATION, TRUSTEE, SINCE 1/1/2008, 1 HOUR PER MONTH 7. Bear Partners SA LLP; Not investment related; 1826 N Loop 1604, San Antonio, TX; Holding company; started 3/26/23; 1 hour per month; 1 hour during trading; partner 8. Name: EENT Foundation Investment-Related: No Address: Veterans Highway, Metairie, LA Nature: Hospital Foundation Position/Title: Board Director Start:6/1/2006 Hours/Month: 1 Hours during Market Hours:0 Duties: Board Functions

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-01-22

Other Names

• Katherine Mccloskey Suhren
• Katherine Edge Mccloskey
• Katherine Edge Mccloskey Gibert
• Katherine Mccloskey Gibert