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Jacob Alexander Rhodes

Captrust

Houston, TX

CRD 7424723

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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:

Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-04
  • TX RA
    APPROVED
    Since 2025-06-04

Branch Locations

1001 Mckinney St., Suite 1730, Houston, TX 77002 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capfinancial Partners Llc (Captrust) Raleigh NC 02/2023 Present
Monroe Vos Consulting Houston TX 08/2021 02/2023
University Of Houston Houston TX 02/2013 08/2021
  • 02/2023 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 08/2021 → 02/2023
    Monroe Vos Consulting
    Houston, TX
  • 02/2013 → 08/2021
    University Of Houston
    Houston, TX
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

BRIDGE CAPITAL ADVISORS
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PEREA CAPITAL

Nearby Investors

John Charles Robinson
CRYSTAL ALLISON MCKEON
AUSTIN GENTRY MARRS

Nearby Offices

BRIDGE CAPITAL ADVISORS · HOUSTON, TX
TSA WEALTH MANAGEMENT · HOUSTON, TX
PEREA CAPITAL · HOUSTON, TX

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