Taria Dawn Agbelusi

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

• 12/2015 → 06/2023
  Capfinancial Securities Llc
  Raleigh, NC
• 12/2015 → 06/2023
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC
• 01/2025 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC
• 01/2025 → Present
  Capfinancial Securities Llc
  Raleigh, NC
• 07/2023 → 12/2024
  Gcf Enterprises
  Camarillo, CA

Previous Registrations

• 2015-12-07 → 2023-06-22
  Captrust
  Santa Barbara, CA
  Camarillo, CA
• 2015-06-10 → 2016-12-31
  World Investment Advisors, Llc
  Lincroft, NJ
• 2014-10-28 → 2015-05-27
  Independent Financial Partners
  Santa Barbara, CA
• 2001-03-13 → 2004-12-08
  Strategic Advisers Llc
  Woodland Hills, CA

Other Businesses

Name: GCF Enterprises, Investment-Related: No, Address: private residence, Nature: family owned Personal and Group fitness training, Position/Title: Administrative Assistant, Start: 01/01/2008, Hours/Month: 4, Hours during Market Hours: 0, Duties: Editor of fitness/health related newsletters Name: Meraki Properties, LLC, Investment-Related: No, Address: private residence, Nature: holding company for commercial real estate; Position/Title: General Partner, Start: 10/01/2021, Hours/Month: 0, Hours during Market Hours: 0, Duties: manage

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-06-04
• S63 Uniform Securities Agent State Law Examination
  2014-01-29
• S66 Uniform Combined State Law Examination
  2000-11-21

Other Names

• Taria Jones
• Taria Dawn Valdez
• Taria Dawn Valdez
• Taria Dawn Agbelusi
• Taria Agbelusi
• Taria Dawn Agbelusi
• Taria Dawn Agbelusi