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Thomas Dalton Truluck

Captrust

Midlothian, VA

Raleigh, NC

CRD 7166522

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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
VA RA APPROVED 2026-03-27
  • VA RA
    APPROVED
    Since 2026-03-27

Branch Locations

Midlothian, VA • United States

4208 Six Forks Rd Suite 1700, 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
Mcadam Tysons Corner VA 05/2019 12/2020
Bankers Life Chantilly VA 05/2018 08/2018
Footjoy-Titleist Leesburg VA 05/2017 08/2018
Metro Medical Falls Church VA 05/2017 08/2017
Radford University Radford VA 08/2015 05/2019
Cassaday And Company Inc. Mclean VA 12/2020 12/2024
Royal Alliance Associates, Inc. Mclean VA 02/2022 02/2022
Osaic Wealth, Inc. Mclean VA 02/2022 12/2024
Capfinancial Partners, Llc. (Captrust) Raleigh NC 03/2026 Present
Canal Capital Management Richmond VA 01/2025 02/2026
  • 05/2019 → 12/2020
    Mcadam
    Tysons Corner, VA
  • 05/2018 → 08/2018
    Bankers Life
    Chantilly, VA
  • 05/2017 → 08/2018
    Footjoy-Titleist
    Leesburg, VA
  • 05/2017 → 08/2017
    Metro Medical
    Falls Church, VA
  • 08/2015 → 05/2019
    Radford University
    Radford, VA
  • 12/2020 → 12/2024
    Cassaday And Company Inc.
    Mclean, VA
  • 02/2022 → 02/2022
    Royal Alliance Associates, Inc.
    Mclean, VA
  • 02/2022 → 12/2024
    Osaic Wealth, Inc.
    Mclean, VA
  • 03/2026 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
  • 01/2025 → 02/2026
    Canal Capital Management
    Richmond, VA
Previous Registrations
  • 2019-08-14 → 2020-12-02
    Mcadam Llc
    Tysons Corner, VA
    Radnor, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-05-16
S65 Uniform Investment Adviser Law Examination 2019-08-09
  • S63 Uniform Securities Agent State Law Examination
    2022-05-16
  • S65 Uniform Investment Adviser Law Examination
    2019-08-09
Designations
  • Certified Financial Planner

View on SEC IAPD

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