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Thompson Schollaert

Captrust

Wilmington, NC

CRD 7563385

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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
NC RA APPROVED 2023-08-08
  • NC RA
    APPROVED
    Since 2023-08-08

Branch Locations

5535 Currituck Drive, Suite 110, Wilmington, NC 28403 • 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 02/2023 Present
Pathfinder Wealth Consulting Wilmington NC 05/2022 12/2022
Student Sewanee TN 08/2013 05/2022
  • 02/2023 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 05/2022 → 12/2022
    Pathfinder Wealth Consulting
    Wilmington, NC
  • 08/2013 → 05/2022
    Student
    Sewanee, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-08
  • S65 Uniform Investment Adviser Law Examination
    2023-08-08

View on SEC IAPD

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