Errol Andrew Hau

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

• 01/2013 → Present
  Capfinancial Partners, Llc. (Captrust)
  Raleigh, NC

Previous Registrations

• 2013-03-08 → 2015-04-09
  Capfinancial Securities, Llc.
  Raleigh, NC
  Clarkston, MI
• 2011-12-19 → 2013-01-31
  Freedom One Investment Advisors, Inc.
  Clarkston, MI

Other Businesses

Name: Starfish Family Services Investment-Related: No. Address: 30000 Hiveley Rd. Inkster, MI 48141 Nature: non-profit organization committed to breaking the chain of poverty for children in the Detroit Metro area. Position/Title: Secretary and Member of Board Start: 01/01/2018 Hours/Month: 3 Hours during Market Hours: 3 Duties: responsible for attending executive board committee meetings and capturing meeting minutes at executive committee meetings.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-02-28
• S63 Uniform Securities Agent State Law Examination
  1993-01-29

Other Names

• Errol A Hau