Michael David Knowles

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

• 05/2013 → 02/2017
  Captrust
  Raleigh, NC
• 05/2013 → 02/2017
  Capfinancial Securities, Llc
  Raleigh, NC
• 03/2017 → 01/2018
  Confluence Investment Management Llc
  Saint Louis, MO
• 01/2018 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC
• 01/2018 → Present
  Capfinancial Securities Llc
  Raleigh, NC

Previous Registrations

• 2017-08-31 → 2018-01-17
  Confluence Investment Management Llc
  Cary, NC
• 2016-08-11 → 2017-10-10
  Captrust
  Raleigh, NC

Other Businesses

Name: Christ Covenant Church Address: 6501 Fox Rd, Raleigh, NC 27616 Not Investment Related Nature: Religious Institution Position/Title: Treasurer Start: 06/30/2025 Hours/Month: 4 Hours during Market Hours: 0 Duties: serve as volunteer treasurer

Exams

• S66 Uniform Combined State Law Examination
  2016-08-11