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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 | 2023-10-16 |
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 |
|---|---|---|---|---|
| Charles Schwab & Company Inc. | Indianapolis | IN | 02/2020 | 03/2021 |
| Column Capital Advisors, Llc | Indianapolis | IN | 05/2019 | 01/2020 |
| Holder Legacy Wealth Partners At David A. Noyes | Indianapolis | IN | 01/2019 | 05/2019 |
| Butler University | Indianapolis | IN | 01/2017 | 05/2019 |
| Konop Companies Inc. | Green Bay | WI | 01/2014 | 12/2018 |
| Butler University | Green Bay | WI | 08/2016 | 12/2019 |
| Column Capital Advisors, Llc | Indianapolis | IN | 03/2021 | 10/2023 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 10/2023 | Present |
1) Name: Estate Planning Council of Indianapolis, Inc, Address: 12007 Westwood Drive · Carmel, IN 46033, Not Investment Related, Nature: Trade Association, Position/Title: Member, Start: 09/18/2025, Hours/Month: 3, Hours during Market Hours: 0, Duties: Member of the organization to meet and network with other advisors, attorneys, and other business professionals within the area 2) Name: Financial Planning Association of Greater Indianapolis, Address: 1290 N. Broadway, Suite 1625, Denver, CO 80203, Not Investment Related, Nature: Trade Association, Position/Title: Member, Start: 07/01/2021, Hours/Month: 5, Hours during Market Hours: 5, Duties: member to network with other advisors in the area and obtain continuing education credits.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-21 |
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