Inactive

Nathan Edward Booth

CRD 7481498

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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

Authority	Category	Status	Date
OH	RA	APPROVED	2026-03-04

OH RA
APPROVED

Since 2026-03-04

Branch Locations

1640 Corporate Woods Circle, Uniontown, OH 44685 • 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

Organization	City	State	From	To
Capfinancial Partners, Llc. (Captrust)	Raleigh	NC	01/2024	Present
The University Of Akron	Akron	OH	01/2017	12/2020
Bj's Wholesale Club	North Canton	OH	01/2021	06/2021
Charles Schwab	Richfield	OH	07/2021	12/2023
Student	Canal Fulton	OH	01/2015	12/2016

01/2024 → Present

Capfinancial Partners, Llc. (Captrust)

Raleigh, NC
01/2017 → 12/2020

The University Of Akron

Akron, OH
01/2021 → 06/2021

Bj's Wholesale Club

North Canton, OH
07/2021 → 12/2023

Charles Schwab

Richfield, OH
01/2015 → 12/2016

Student

Canal Fulton, OH

Designations

Certified Financial Planner

View on SEC IAPD

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Nearby Offices

J.P. MORGAN SECURITIES LLC · Uniontown, OH

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Uniontown, OH

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