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Eric Nathan Benedict

Captrust

Raleigh, NC

CRD 5950102

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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
MI RA APPROVED 2015-04-09
  • MI RA
    APPROVED
    Since 2015-04-09

Branch Locations

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • 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
Captrust Financial Advisors Raleigh NC 01/2013 Present
Captrust Raleigh NC 04/2015 Present
  • 01/2013 → Present
    Captrust Financial Advisors
    Raleigh, NC
  • 04/2015 → Present
    Raleigh, NC
Previous Registrations
  • 2013-03-08 → 2015-04-09
    Capfinancial Securities, Llc.
    Raleigh, NC
    Clarkston, MI
  • 2012-03-02 → 2013-01-31
    Freedom One Investment Advisors, Inc.
    Clarkston, MI
Other Businesses

Name: Eric Benedict Investment-Related: No. Address: private residence Nature: Rental Property Position/Title: 50% owner Start: 06/2016 Hours/Month: 1 Hours during Market Hours: 0 Duties: Property Management

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-02-27
  • S65 Uniform Investment Adviser Law Examination
    2012-02-27

View on SEC IAPD

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