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Inactive

Duncan Tart

Captrust

Raleigh, NC

CRD 8019478

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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
NC RA APPROVED 2025-02-06
  • NC RA
    APPROVED
    Since 2025-02-06

Branch Locations

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
Captrust Raleigh NC 05/2022 Present
Trialcard Morrisville NC 05/2021 05/2022
Doordash Raleigh NC 04/2020 05/2021
Unemployed Raleigh NC 08/2018 04/2020
Johnny T-Shirt The Carolina Store Chapel Hill NC 06/2017 08/2018
Ymca Of Chapel Hill And Carrboro Chapel Hill NC 02/2016 03/2018
  • 05/2022 → Present
    Captrust
    Raleigh, NC
  • 05/2021 → 05/2022
    Trialcard
    Morrisville, NC
  • 04/2020 → 05/2021
    Doordash
    Raleigh, NC
  • 08/2018 → 04/2020
    Unemployed
    Raleigh, NC
  • 06/2017 → 08/2018
    Johnny T-Shirt The Carolina Store
    Chapel Hill, NC
  • 02/2016 → 03/2018
    Ymca Of Chapel Hill And Carrboro
    Chapel Hill, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-05
  • S65 Uniform Investment Adviser Law Examination
    2025-02-05

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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