Timothy Aaron Carter

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

• 07/2020 → 03/2022
  Fidelity Investments
  Raleigh, NC
• 05/2017 → 05/2020
  Sp Plus
  Roanoke, VA
• 08/2016 → 05/2020
  Radford University
  Radford, VA
• 09/2014 → 05/2017
  Dairy Queen
  Rocky Mount, VA
• 03/2022 → 02/2026
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC
• 03/2022 → Present
  Capfinancial Securities Llc
  Raleigh, NC
• 02/2026 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC

Exams

• S66 Uniform Combined State Law Examination
  2026-02-17
• S63 Uniform Securities Agent State Law Examination
  2021-09-14

Other Names

• Timothy Aaron Carter
• Timothy Carter