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Christopher Michael Bergthold

Captrust

Arvada, CO

CRD 6294090

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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
AZ RA APPROVED 2021-02-22
CO RA APPROVED 2020-12-15
  • AZ RA
    APPROVED
    Since 2021-02-22
  • CO RA
    APPROVED
    Since 2020-12-15

Branch Locations

Arvada, CO • 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
Mra Associates Phoenix AZ 05/2014 11/2020
Capfinancial Partners, Llc. (Captrust) Raleigh NC 11/2020 Present
  • 05/2014 → 11/2020
    Mra Associates
    Phoenix, AZ
  • 11/2020 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
Previous Registrations
  • 2014-03-21 → 2021-03-29
    Mra Associates
    Phoenix, AZ
    Denver, CO
    Arvada, CO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-03-08
  • S65 Uniform Investment Adviser Law Examination
    2014-03-08
Designations
  • Certified Financial Planner
Other Names
  • Chris Bergthold

View on SEC IAPD

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