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Calvin Rudolph

Captrust

Leawood, KS

CRD 8195011

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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
KS RA APPROVED 2026-01-07
MO RA APPROVED 2026-01-07
  • KS RA
    APPROVED
    Since 2026-01-07
  • MO RA
    APPROVED
    Since 2026-01-07

Branch Locations

4200 W 115Th Street Suite 210, Leawood, KS 66211 • 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 10/2022 01/2026
Danda Trouve Investment Management Prairie Village KS 12/2020 10/2022
Full-Time Education Omaha NE 12/2015 12/2020
Capfinancial Partners, Llc. (Captrust) Raleigh NC 01/2026 Present
  • 10/2022 → 01/2026
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
  • 12/2020 → 10/2022
    Danda Trouve Investment Management
    Prairie Village, KS
  • 12/2015 → 12/2020
    Full-Time Education
    Omaha, NE
  • 01/2026 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst

View on SEC IAPD

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