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Captrust CRD 175112
$1.24T regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-12 |
Branch Locations
4208 Six Forks Road Suite 1700, Raleigh, NC 27609 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 03/2025 | 12/2025 |
| Maddison & Caison | Raleigh | NC | 12/1989 | Present |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 01/2026 | Present |
1) Name: Raleigh Rescue Mission Inc., Address: 314 E Hargett St, Raleigh, NC 27601, Investment Related, Nature: charity, Position/Title: Advisory Board Member, Start: 01/01/2019, Hours/Month: 1, Hours during Market Hours: 1, Duties: Review investment allocation of foundation 2) Name: Finding Purpose, Address: 3700 Computer Drive, Suite 340, Raleigh NC 27609, Not Investment Related, Nature: Local Raleigh Men's Christian ministry, Position/Title: Board of Directors, Treasurer, Start: 01/01/2003, Hours/Month: 2, Hours during Market Hours: 1 Duties: attend quarterly meetings
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-01-12 |
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