Brent William Capehart

Employer firm

The Lloyd Advisory Group CRD 150582

$438M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• 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

• 09/2013 → 12/2016
  Global Financial Private Capital
  Sarasota, FL
• 12/2016 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 11/2013 → 04/2026
  Capehart Financial
  Alpharetta, GA
• 04/2026 → Present
  The Lloyd Advisory Group
  Suwanee Road, GA

Previous Registrations

• 2016-12-05 → 2026-06-22
  Ae Wealth Management, Llc
  Alpharetta, GA
• 2013-09-25 → 2016-12-06
  Global Financial Private Capital, Inc.
  Atlanta, GA
  Sarasota, FL
  Alpharetta, GA
• 2010-07-16 → 2013-09-30
  Equity Services, Inc.
  Sandy Springs, GA

Other Businesses

THE LLOYD GROUP, INC. - INSURANCE AGENCY - INVESTMENT-RELATED - 3575 LAWRENCEVILLE SUWANEE ROAD, SUWANEE, GA 30024 - INSURANCE AGENT - SALE OF INSURANCE PRODUCTS - START DATE: 06/2007 - 80-85 HOURS/MONTH, 75 DURING SECURITIES TRADING HOURS AE Wealth Management - RIA - Investment related - IAR - 2950 MCClure Rd Topeka KS 66614 UNITED METHODIST CHURCH FINANCIAL COMMITTEE POSITION: at large committed memeber NATURE: Church INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2023 ADDRESS: 4815 Dawsonville Hwy, GAINESVILLE GA 30506, United States DESCRIPTION: My wife and I are members of New Hope United Methodist Church. As a finance committee member I will help with planning, long term forecasting, and planning

Exams

• S66 Uniform Combined State Law Examination
  2010-07-01

Other Names

• Brent Capehart
• Brent W Capehart