Casey Adam Keller

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

• 06/2012 → 12/2019
  Eggerss Capital Management
  San Antonio, TX
• 05/2019 → 09/2021
  Covenant Multifamily Offices, Llc
  San Antonio, TX
• 09/2021 → Present
  Capfinancial Partners, Llc. (Captrust)
  Raleigh, NC

Previous Registrations

• 2019-06-04 → 2021-11-24
  Covenant
  Boerne, TX
• 2012-06-25 → 2019-12-20
  Eggerss Capital Management
  Boerne, TX

Designations

• Chartered Financial Analyst

Other Names

• Casey A Keller