Kirby Eugene Pate

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

• 03/2026 → Present
  Captrust
  Raleigh, NC
• 08/2023 → 12/2025
  North Carolina State University
  Raleigh, NC
• 01/2019 → 04/2022
  Forest Hills Baptist Church
  Raleigh, NC
• 04/2022 → 08/2023
  Connect Cause
  Raleigh, NC
• 04/2019 → 09/2019
  Ymca Camp High Harbour
  Gainesville, GA
• 08/2018 → 08/2022
  Mercer's Mcafee School Of Theology
  Atlanta, GA
• 08/2014 → 04/2019
  Johns Creek Baptist Church
  Johns Creek, GA
• 08/2014 → 05/2017
  Mercer's Mcafee School Of Theology
  Atlanta, GA

Other Businesses

The name of the other business: Knox Creek Farms LLC Is the business is investment-related: No, the business is not investment related. The address of the other business: The address is 294 Knox Creek Rd. Tamassee SC 29686 The nature of the other business: Timber Farm Your position, title, or relationship with the other business: General member, controlling 50% of the voting rights. The start date of your relationship: 10/14/2022 The approximate number of hours/month you devote to the other business: 2-4 hours a month. The number of hours you devote to the other business during securities trading hours: 0 Briefly describe your duties relating to the other business: I oversee the contracted relationship with our third-party forester who directly handles all planting, cutting, logging, and other timber related business.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-01

Other Names

• Kep Pate
• Kirby Eugene Pate