Sarah Haynes

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

• 02/2017 → 05/2017
  Homerun Maintenance
  Wilmington, NC
• 05/2017 → 03/2021
  Omnistar Financial Group
  Wilmington, NC
• 06/2016 → 10/2016
  Tbe Designs
  Bremen, GA
• 09/2016 → 01/2017
  Family Heritage Insurance
  Wilmington, NC
• 03/2021 → 09/2022
  Hightower Advisors Llc
  Wilmington, NC
• 10/2022 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC

Previous Registrations

• 2021-03-26 → 2022-10-28
  Hightower Advisors, Llc
  Chicago, IL
  Wilmington, NC
• 2017-06-05 → 2021-04-09
  Omnistar Financial Group, Inc.
  Wilmington, NC
• 2016-01-08 → 2016-04-20
  Narwhal Capital Management
  Marietta, GA

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-12-12

Other Names

• Sarah Milei Haynes