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Brandon Thomas Upchurch

Captrust

Indianapolis, IN

CRD 6866699

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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:

Current Employers
Captrust

4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-10-27
  • IN RA
    APPROVED
    Since 2023-10-27

Branch Locations

9100 Keystone Crossing Suite 700, Indianapolis, IN 46240 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Column Capital Indianapolis IN 06/2017 10/2023
Cliftonlarsonallen Indianapolis IN 01/2016 05/2017
Capfinancial Partners Llc (Captrust) Raleigh NC 10/2023 Present
  • 06/2017 → 10/2023
    Column Capital
    Indianapolis, IN
  • 01/2016 → 05/2017
    Cliftonlarsonallen
    Indianapolis, IN
  • 10/2023 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2018-06-22 → 2024-08-09
    Column Capital Advisors, Llc
    Indianapolis, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-06-22
  • S65 Uniform Investment Adviser Law Examination
    2018-06-22
Designations
  • Certified Financial Planner

View on SEC IAPD

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SANCTUARY ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
NORTHWEST FINANCIAL SERVICES INC

Nearby Investors

MARTIN WAYNE RICE
Michael REED Myers
BEAU MCCOY BARRETT

Nearby Offices

SANCTUARY ADVISORS, LLC · Indianapolis, IN
SANCTUARY ADVISORS, LLC · Indianapolis, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Indianapolis, IN

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