Ellen Donovan Crowley

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

• 12/2007 → Present
  Capfinancial Partners, Llc
  Raleigh, NC
• 04/2015 → Present
  Captrust
  Raleigh, NC

Previous Registrations

• 2008-01-02 → 2015-04-22
  Capfinancial Securities, Llc.
  Raleigh, NC
  Raleigh, NC
  Raleigh, NC
• 2003-01-01 → 2008-01-03
  Matter Family Office
  St. Louis, MO
  St Louis, MO
• 1996-02-05 → 2002-12-31
  Matter Family Office
  St. Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-01-31

Other Names

• Ellen Crowley
• Ellen D. Crowley
• Ellen D. Crowley