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June Micah Lewis

Captrust

Raleigh, NC

CRD 8185978

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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 2025-12-16
  • NC RA
    APPROVED
    Since 2025-12-16

Branch Locations

4208 Six Forks Road 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
Capfinancial Partners, Llc. (Captrust) Raleigh NC 09/2023 Present
Nc State Wellness And Recreation Raleigh NC 09/2021 05/2023
North Carolina State University Raleigh NC 08/2019 05/2023
Henderson Collegiate High School Henderson NC 08/2015 05/2019
N/A Henderson NC 05/2023 09/2023
  • 09/2023 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
  • 09/2021 → 05/2023
    Nc State Wellness And Recreation
    Raleigh, NC
  • 08/2019 → 05/2023
    North Carolina State University
    Raleigh, NC
  • 08/2015 → 05/2019
    Henderson Collegiate High School
    Henderson, NC
  • 05/2023 → 09/2023
    N/A
    Henderson, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-15
  • S65 Uniform Investment Adviser Law Examination
    2025-12-15

View on SEC IAPD

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