Joshua Christopher Isley

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

• 08/2016 → Present
  Capfinancial Securities Llc
  Raleigh, NC
• 07/2018 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC

Other Businesses

1) Name: Stevens Food Group, LLC, Address: 7101 Creedmoor Rd #124, Raleigh, NC 27613, Not Investment Related, Nature: Supply Chain Management, Position/Title: Member, Board of Directors, Start: 08/01/2023, Hours/Month: 8, Hours during Market Hours: 0, Duties: serve of the board 2) Name: Parliament Advisory Group, LLC, Address: private residence, Investment Related, Nature: personal investment holding company, Position/Title: Managing Member and President, Start: 01/01/2023, Hours/Month: 5, Hours during Market Hours: 0, Duties: manage entity

Exams

• S66 Uniform Combined State Law Examination
  2018-08-09