Bryan T Lewis

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

• 11/2013 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC
• 11/2013 → Present
  Capfinancial Securities Llc
  Raleigh, NC

Other Businesses

Name: Bryan Lewis. Investment-Related: No. Address: Home Residence. Nature: Independent contractor driving Uber. Position/Title: Principal. Start: 09/01/2016. Hours/Month: 20. Hours during Market Hours: 0. Duties: Personal driver for individuals.

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-03