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David Luke Eller

Captrust

Charlotte, NC

CRD 5624669

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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 2025-05-28
NC RA APPROVED 2025-05-26
  • TX RA
    APPROVED
    Since 2025-05-28
  • NC RA
    APPROVED
    Since 2025-05-26

Branch Locations

4201 Congress St. Ste 160, Charlotte, NC 28209 • 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
Wells Fargo Securities, Llc Charlotte NC 07/2011 10/2023
Capfinancial Securities Llc Raleigh NC 01/2024 Present
Capfinancial Partners Llc (Captrust) Raleigh NC 01/2024 Present
  • 07/2011 → 10/2023
    Wells Fargo Securities, Llc
    Charlotte, NC
  • 01/2024 → Present
    Capfinancial Securities Llc
    Raleigh, NC
  • 01/2024 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-05-24
  • S66 Uniform Combined State Law Examination
    2025-05-24
Other Names
  • David Eller

View on SEC IAPD

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