Allison Nicole Conrad

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2023 → Present
  Capfinancial Partners, Llc. (Captrust)
  Raleigh, NC
• 01/2015 → 05/2023
  Student
  Raleigh, NC
• 05/2021 → 08/2021
  Iat Insurance
  Raleigh, NC
• 06/2022 → 11/2022
  Capfinancial Partners, Llc. (Captrust)
  Raleigh, NC

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-16

Other Names

• Allison Nicole Schuh
• Allison Nicole Conrad
• Ali Schuh
• Ali Conrad