William Bryan Blair

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

• 04/2015 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC
• 04/2015 → Present
  Capfinancial Securities Llc
  Raleigh, NC

Other Businesses

1. Name: William Blair Investment-Related: No. Address: Home Residence. Nature: Flip real estate, possible rental income. Position/Title: Partner Start: 09/14/2016 Hours/Month: 4 Hours during Market Hours: 0 Duties: hire contractor, property manager 2. Name: William Blair Investment-Related: No. Address: private residence Nature: rental income Position/Title: Owner Start: 04/03/2021 Hours/Month: 1 Hours during Market Hours: 0 Duties: AirBnB host to facilitate rentals (e.g. Shortleaf Pine Farm)

Exams

• S63 Uniform Securities Agent State Law Examination
  2015-05-15

Designations

• Certified Financial Planner