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Captrust CRD 175112
$1.24T regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-03 |
Branch Locations
4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 09/2021 | Present |
| Unemployed | Raleigh | NC | 05/2021 | 09/2021 |
| Student At North Carolina State University | Raleigh | NC | 08/2017 | 05/2021 |
| Nc State Athletic Department | Raleigh | NC | 11/2017 | 08/2018 |
| Young Life | Raleigh | NC | 09/2019 | 05/2020 |
| Ups Store | Raleigh | NC | 05/2020 | 09/2020 |
| St. David's School | Raleigh | NC | 10/2018 | 05/2021 |
| Student At Sanderson High School | Raleigh | NC | 08/2014 | 06/2017 |
| Unemployed | Raleigh | NC | 06/2017 | 10/2017 |
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