Best Investors Account Sign in
Inactive

Lewis Lamont Thomas

Captrust

Raleigh, NC

Lynchburg, VA

CRD 6266225

Claim This Profile
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
VA RA APPROVED 2018-01-12
  • VA RA
    APPROVED
    Since 2018-01-12

Branch Locations

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

925 Main Street, Suite 200, Lynchburg, VA 24504 • 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
Davidson & Garrard, Inc. Lynchburg VA 08/2009 12/2017
Capfinancial Partners, Llc. (Captrust) Raleigh NC 07/2017 Present
  • 08/2009 → 12/2017
    Davidson & Garrard, Inc.
    Lynchburg, VA
  • 07/2017 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
Previous Registrations
  • 2013-11-13 → 2017-12-31
    Davidson & Garrard Inc
    Lynchburg, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-11-13
  • S65 Uniform Investment Adviser Law Examination
    2013-11-13
Other Names
  • Lewis Lamont Thomas

View on SEC IAPD

Nearby Firms

TOWNSEND ASSET MANAGEMENT CORP.
FORTRESS PRIVATE LEDGER, LLC
OLDE RALEIGH FINANCIAL GROUP

Nearby Investors

ARNE W MORRIS
JAMES MICHAEL TARKENTON
CALEB ROBERT GRIFFITH

Nearby Offices

TOWNSEND ASSET MANAGEMENT CORP. · RALEIGH, NC
FORTRESS PRIVATE LEDGER, LLC · RALEIGH, NC
OLDE RALEIGH FINANCIAL GROUP · RALEIGH, NC

More in Raleigh, NC

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor