Kevin Michael Major

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

• 06/2014 → 03/2020
  Afs401(K) Retirement Services, Llc
  Bethesda, MD
• 04/2015 → 03/2020
  Commonwealth Financial Network
  Waltham, MA
• 04/2020 → 04/2022
  Howard Insurance
  Chevy Chase, MD
• 01/2021 → 04/2022
  The Leaders Group, Inc.
  Littleton, CO
• 05/2022 → 05/2025
  Resources Investment Advisors, Llc
  Overland Park, MD
• 06/2025 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC

Previous Registrations

• 2022-05-04 → 2025-05-30
  Onedigital
  Overland Park, KS
  Baltimore, MD
• 2021-01-21 → 2022-05-06
  Tlg Advisors, Inc.
  Chevy Chase, MD
  Summit, NJ
• 2019-01-14 → 2020-04-01
  Commonwealth Financial Network
  Bethesda, MD

Exams

• S66 Uniform Combined State Law Examination
  2018-10-12