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Captrust CRD 175112
$1.24T regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-10-16 |
Branch Locations
9100 Keystone Crossing Suite 700, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fort Wayne | IN | 05/2012 | 08/2017 |
| Security Financial Services, Inc Dba Wealth Advisors Group | Fort Wayne | IN | 05/2012 | 11/2018 |
| Purshe Kaplan Sterlings Investments | Albany | NY | 08/2017 | 11/2018 |
| Column Capital Advisors, Llc | Indianapolis | IN | 11/2018 | 10/2023 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-16 |
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