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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 |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-09 |
Branch Locations
4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcadam Llc | Philadelphia | PA | 06/2020 | 04/2025 |
| Pavlack Law Office | Leighton | PA | 05/2015 | 04/2020 |
| Fulton Financial, | Bethlehem | PA | 05/2019 | 08/2019 |
| Gt Entrepreneurs | Pittsburgh | PA | 02/2019 | 04/2019 |
| Lehigh County Clerk Of Courts | Allentown | PA | 05/2018 | 05/2018 |
| Duquesne University | Pittsburgh | PA | 09/2016 | 06/2020 |
| Mcadam Llc | Boston | MA | 11/2021 | 01/2023 |
| Mcadam Llc | Boston | MA | 01/2023 | 04/2025 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-31 |
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