Miles Adam Woodling

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

• 01/2024 → 03/2026
  Capfinancial Partners, Llc. (Captrust)
  Raleigh, NC
• 01/2021 → 12/2023
  University Of Akron
  Akron, OH
• 08/2019 → 12/2020
  Kent State University
  Kent, OH
• 01/2015 → 06/2019
  Green High School
  Green, OH
• 03/2026 → Present
  Capfinancial Partners, Llc. (Captrust)
  Raleigh, NC

Designations

• Certified Financial Planner