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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 | 2025-12-16 |
Branch Locations
4208 Six Forks Road 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 | 09/2023 | 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-15 |
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