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Captrust CRD 175112
$1.24T regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2024-02-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Enenbach & Associates Financial Consultants, Inc. | Overland Park | KS | 02/2005 | 01/2024 |
| Capfinancial Partners Llc (Captrust) | Raleigh | NC | 01/2024 | Present |
1. Enenbach & Associate Tax & Accounting Services, Inc.; Not investment related; 4200 W. 115th, Suite 201, Leawood, KS; Tax Service; Start date Feb 1, 2006; 8 hours per month, 4 during trading; accounting and taxes for small businesses and individuals. 2. Enenbach & Associates Financial Consultants, Inc.; not investment related; 4200 W. 115th, Suite 201, Leawood, KS;Holding company for personal investment; Start Feb 1, 2005; 0 hours monthly; No activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-23 |
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