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Matthew Bockhorst

Capital Advisers, Inc.

Raleigh, NC

CRD 7117274

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Employer firm

Capital Advisers, Inc. CRD 118442

$620M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Capital Advisers, Inc.

100 East Six Forks Road, Suite 250, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-04-01
NC RA APPROVED 2023-11-28
TX RA APPROVED 2023-11-28
VA RA APPROVED 2023-11-28
  • SC RA
    APPROVED
    Since 2025-04-01
  • NC RA
    APPROVED
    Since 2023-11-28
  • TX RA
    APPROVED
    Since 2023-11-28
  • VA RA
    APPROVED
    Since 2023-11-28

Branch Locations

100 East Six Forks Road, Suite 250, Raleigh, NC 27609 • 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
St. Xavier High School Cincinnati OH 08/2013 05/2017
Clemson University Clemson SC 06/2017 12/2021
Beacon Pointe Advisors, Llc Greenville SC 01/2022 Present
  • 08/2013 → 05/2017
    St. Xavier High School
    Cincinnati, OH
  • 06/2017 → 12/2021
    Clemson University
    Clemson, SC
  • 01/2022 → Present
    Beacon Pointe Advisors, Llc
    Greenville, SC
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-28
  • S65 Uniform Investment Adviser Law Examination
    2022-01-28

View on SEC IAPD

Nearby Firms

TOWNSEND ASSET MANAGEMENT CORP.
FORTRESS PRIVATE LEDGER, LLC
OLDE RALEIGH FINANCIAL GROUP

Nearby Investors

ARNE W MORRIS
JAMES MICHAEL TARKENTON
CALEB ROBERT GRIFFITH

Nearby Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC

More in Raleigh, NC

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