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Steven Taylor Nowell

Captrust

Hernando, MS

CRD 6342425

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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
TX RA APPROVED 2025-08-21
MS RA APPROVED 2024-08-17
  • TX RA
    APPROVED
    Since 2025-08-21
  • MS RA
    APPROVED
    Since 2024-08-17

Branch Locations

Hernando, MS • 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 06/2015 Present
Capfinancial Securities Llc Raleigh NC 06/2015 Present
  • 06/2015 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 06/2015 → Present
    Capfinancial Securities Llc
    Raleigh, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-16
  • S66 Uniform Combined State Law Examination
    2024-08-16

View on SEC IAPD

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