Ellen Ruth Shaer

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

• 10/2013 → Present
  Capfinancial Securities Llc
  Raleigh, NC
• 08/2013 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC

Other Businesses

1. Arbolus; Investment-Related: No; 11-15 Emerald Street, London, UK; Technology ; Consultant; Start; 11/24/22; Hours/Month: 1; Hours during Market Hours:1 ; Duties: Consultant on areas of expertise 2. Consulting; Investment-Related: No; Private Residence; M&A expertise ; Consultant; Start; 10/31/22; Hours/Month: 2; Hours during Market Hours:0 ; Duties: Consultant on areas of expertise for multiple clients

Exams

• S63 Uniform Securities Agent State Law Examination
  1988-02-23

Designations

• Chartered Financial Analyst

Other Names

• Ellen R Shaer