Adam Gray Robinette

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

• 10/2010 → 10/2024
  Fidelity Investments
  Cary, NC
• 07/2018 → 10/2024
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 08/2025 → Present
  Capfinancial Partners, Llc. (Captrust)
  Raleigh, NC
• 10/2024 → 08/2025
  Unemployed
  Durham, NC

Previous Registrations

• 2018-07-13 → 2024-11-07
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2014-10-06 → 2018-07-13
  Strategic Advisers Llc
  Durham, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-02-19
• S63 Uniform Securities Agent State Law Examination
  2013-06-14

Other Names

• Adam Gray Robinette
• Adam Gray Robinette