Tanner Hodges

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

• 03/2016 → 04/2017
  Brixx Pizza
  Cary, NC
• 04/2017 → 07/2018
  Mellow Mushroom
  Cary, NC
• 07/2018 → 05/2019
  Appalachian State University
  Boone, NC
• 05/2019 → 08/2019
  Target
  Cary, NC
• 08/2019 → 05/2021
  Zaxbys
  Boone, NC
• 05/2021 → 07/2021
  Northwestern Mutual
  Raleigh, NC
• 07/2021 → 05/2022
  Appalachian State University
  Boone, NC
• 12/2022 → 01/2023
  Unemployed
  Raleigh, NC
• 01/2023 → 10/2023
  Fidelity Investments
  Durham, NC
• 05/2022 → 08/2022
  First Bank Nc
  Raleigh, NC
• 08/2022 → 12/2022
  Appalachian State University
  Boone, NC
• 05/2019 → 08/2019
  Mellow Mushroom
  Cary, NC
• 10/2023 → 03/2026
  First Citizens Investor Services
  Raleigh, NC
• 03/2026 → Present
  Capfinancial Partners, Llc. (Captrust)
  Raleigh, NC

Previous Registrations

• 2024-05-14 → 2026-03-30
  First Citizens Investor Services, Inc.
  Raleigh, NC

Exams

• S66 Uniform Combined State Law Examination
  2024-05-11
• S63 Uniform Securities Agent State Law Examination
  2023-06-12