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Mary Margaret Hartman Hime

Captrust

Corpus Christi, TX

Raleigh, NC

CRD 5565054

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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
TX RA APPROVED 2019-10-07
  • TX RA
    APPROVED
    Since 2019-10-07

Branch Locations

921 N. Chaparral Street Suite 112, Corpus Christi, TX 78401 • United States

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • 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
South Texas Money Management, Ltd. San Antonio TX 06/2008 09/2019
Capfinancial Partners, Llc (Captrust) Raleigh NC 09/2019 Present
  • 06/2008 → 09/2019
    South Texas Money Management, Ltd.
    San Antonio, TX
  • 09/2019 → Present
    Capfinancial Partners, Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2008-12-10 → 2019-12-02
    South Texas Money Management, Ltd.
    San Antonio, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-12-08
  • S65 Uniform Investment Adviser Law Examination
    2008-12-08
Other Names
  • Mary Margaret Hartman
  • Mary Hartman Hime
  • Mary Margaret Hartman Hime
  • Mary Margaret Hime

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Corpus Christi, TX
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