Best Investors Account Sign in
Inactive

Claudine Marsh

Captrust

Tampa, FL

CRD 7179388

Claim This Profile
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
FL RA APPROVED 2025-08-29
  • FL RA
    APPROVED
    Since 2025-08-29

Branch Locations

400 N. Tampa Street Suite 1800, Tampa, FL 33602 • 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 07/2025 Present
Athanassie Capital Partners Tampa FL 01/2024 07/2025
Provise Management Group (Kestra) Tampa FL 11/2019 01/2024
Oliver & Fox, P.A. Tampa FL 04/2011 11/2019
  • 07/2025 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
  • 01/2024 → 07/2025
    Athanassie Capital Partners
    Tampa, FL
  • 11/2019 → 01/2024
    Provise Management Group (Kestra)
    Tampa, FL
  • 04/2011 → 11/2019
    Oliver & Fox, P.A.
    Tampa, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-19
  • S65 Uniform Investment Adviser Law Examination
    2025-07-19
Other Names
  • Claudine Michel

View on SEC IAPD

Nearby Firms

STRATEGIC WEALTH INVESTMENT GROUP, LLC
INDEPENDENT ADVISOR ALLIANCE, LLC
UNITED CAPITAL FINANCIAL ADVISORS

Nearby Investors

PETER CASEY GAYLE
John Luke Robinson
MICHAEL MOFFA

Nearby Offices

STRATEGIC WEALTH INVESTMENT GROUP, LLC · Tampa, FL
INDEPENDENT ADVISOR ALLIANCE, LLC · Tampa, FL
UNITED CAPITAL FINANCIAL ADVISORS · TAMPA, FL

More in Tampa, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor