Charlsie Irene Ashlock

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

Authority	Category	Status	Date
IN	RA	APPROVED	2023-10-23

IN RA
APPROVED

Since 2023-10-23

Branch Locations

9100 Keystone Crossing Suite 700, Indianapolis, IN 46240 • 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

Organization	City	State	From	To
Bkd Wealth Advisors, Llc	Indianapolis	IN	06/2014	11/2018
Column Capital Wealth Advisors, Llc	Indianapolis	IN	12/2018	10/2023
Capfinancial Partners Llc (Captrust)	Raleigh	NC	10/2023	Present

06/2014 → 11/2018

Bkd Wealth Advisors, Llc

Indianapolis, IN
12/2018 → 10/2023

Column Capital Wealth Advisors, Llc

Indianapolis, IN
10/2023 → Present

Capfinancial Partners Llc (Captrust)

Raleigh, NC

Previous Registrations

2018-12-04 → 2024-08-09

Column Capital Advisors, Llc

Indianapolis, IN
2015-06-16 → 2018-11-02

Forvis Mazars Wealth Advisors, Llc

Indianapolis, IN

Springfield, MO

Other Businesses

Name: No Business Entity Address: private residence Not Investment Related Nature: rental property Position/Title: Sole Proprietor Start: 05/12/2025 Hours/Month: 4 Hours during Market Hours: 0 Duties: Owner and landlord, property management

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2015-06-16

S65 Uniform Investment Adviser Law Examination

2015-06-16

Designations

Certified Financial Planner

Other Names

Charlsie Ashlock

View on SEC IAPD