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Inactive

Thomas Spohn

Captrust

New York, NY

CRD 6278721

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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
NY RA APPROVED 2025-02-20
  • NY RA
    APPROVED
    Since 2025-02-20

Branch Locations

40 Wall Street 56Th Floor, New York, NY 10005 • 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
Capfinancial Partners, Llc (Captrust) Raleigh NC 01/2025 Present
Capfinancial Partners, Llc (Captrust) Raleigh NC 05/2023 12/2024
Silicon Valley Bank New York NY 11/2021 05/2023
Silicon Valley Bank New York NY 06/2020 11/2021
Redblack Software Bedford NH 06/2016 06/2020
  • 01/2025 → Present
    Capfinancial Partners, Llc (Captrust)
    Raleigh, NC
  • 05/2023 → 12/2024
    Capfinancial Partners, Llc (Captrust)
    Raleigh, NC
  • 11/2021 → 05/2023
    Silicon Valley Bank
    New York, NY
  • 06/2020 → 11/2021
    Silicon Valley Bank
    New York, NY
  • 06/2016 → 06/2020
    Redblack Software
    Bedford, NH
Designations
  • Certified Financial Planner
Other Names
  • Thomas Zachary Spohn

View on SEC IAPD

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