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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 |
|---|---|---|---|
| CO | RA | APPROVED | 2026-02-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eveans Bash Klein, Inc. | Overland Park | KS | 11/1993 | 12/2025 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 12/2025 | Present |
Name: Timber Creek House Of Prayer Inc Address: 32303 Timber Creek Road, Drexel, MO 64742 Not Investment Related Nature: Foundation/Charitable Institution Position/Title: Board Member and Treasurer Start: 01/31/2024 Hours/Month: 1 Hours during Market Hours: 0 Duties: review financial reports that outside accountant prepares, attend board meetings
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