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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 |
|---|---|---|---|
| IN | RA | APPROVED | 2023-10-31 |
| TX | RA | APPROVED | 2023-10-31 |
Branch Locations
9100 Keystone Crossing Suite 700, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jac-Cen-Del School | Osgood | IN | 08/2012 | 05/2019 |
| Nv Models And Talent Agency | Cincinnati | OH | 06/2018 | 12/2020 |
| Hillrom | Batesville | IN | 06/2019 | 01/2020 |
| Ball State University | Muncie | IN | 08/2019 | 05/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 03/2021 | 05/2022 |
| Northwestern Mutual Investment Services Llc | Indianapolis | IN | 10/2021 | 05/2022 |
| Column Capital Advisors, Llc | Indianapolis | IN | 06/2022 | 10/2023 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-14 |
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