Bryce Graham Lew

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

Authority	Category	Status	Date
TX	RA	APPROVED	2025-10-28
CA	RA	APPROVED	2025-09-11

TX RA
APPROVED

Since 2025-10-28
CA RA
APPROVED

Since 2025-09-11

Branch Locations

El Paso, TX • 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

Organization	City	State	From	To
Capfinancial Partners, Llc. (Captrust)	Raleigh	NC	12/2023	Present
United States Army	Indianapolis	IN	11/2019	11/2023
University Of Nevada Reno	Reno	NV	08/2015	05/2019
The Cheesecake Factory	Reno	NV	07/2017	10/2019

12/2023 → Present

Capfinancial Partners, Llc. (Captrust)

Raleigh, NC
11/2019 → 11/2023

United States Army

Indianapolis, IN
08/2015 → 05/2019

University Of Nevada Reno

Reno, NV
07/2017 → 10/2019

The Cheesecake Factory

Reno, NV

Other Businesses

Rover Not investment-related Main Headquarters: 2101 4th Avenue, Suite 400, Seattle, WA 98121, USA Nature of Business: Pet Services My position: Third Party Independent Contractor. Conducts pet sitting, walking, drop in visits, and other such related activities Relationship: Third Party Independent Contractor. Rover connects independent contractors with customers seeking pet services Start date: Approximately 09/2023 Hours a month devoted a month: 20 Hours a month devoted during securities trading hours: 0 Duties: Offers pet services which include: Pet sitting and walking as well as drop in checks. Pets are primarily dogs and cats.