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Aaron Waldman Ward

Captrust

Huntington Woods, MI

CRD 7091332

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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
MI RA APPROVED 2022-12-12
  • MI RA
    APPROVED
    Since 2022-12-12

Branch Locations

Huntington Woods, MI • 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 10/2021 Present
Ellwood Associates Chicago IL 10/2005 10/2021
  • 10/2021 → Present
    Capfinancial Partners, Llc (Captrust)
    Raleigh, NC
  • 10/2005 → 10/2021
    Ellwood Associates
    Chicago, IL
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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