Thomas Edward Bolt

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

• 12/2022 → 09/2025
  Cobblestone Capital Advisors, Llc
  Rochester, NY
• 02/2022 → 07/2022
  The Webb Law Firm
  Pittsburgh, PA
• 07/2022 → 10/2022
  Marge's Lakeside Inn
  Rochester, NY
• 05/2016 → 11/2020
  The Links At Greystone
  Walworth, NY
• 09/2018 → 05/2022
  University Of Pittsburgh
  Pittsburgh, PA
• 09/2014 → 06/2018
  Wayne Central High School
  Ontario, NY
• 09/2025 → Present
  Capfinancial Partners, Llc. (Captrust)
  Raleigh, NC

Previous Registrations

• 2023-02-24 → 2025-12-31
  Cobblestone Capital Advisors, Llc
  Rochester, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-02-24

Other Names

• Tom Edward Bolt