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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-19 |
| TX | RA | APPROVED | 2026-08-03 |
Branch Locations
4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Ponte Verde, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Paychex 401K | Irving | TX | 11/2019 | 08/2021 |
| Jp Morgan Chase | Grapevine | TX | 10/2021 | 02/2022 |
| Pfs Investments Inc | Fort Worth | TX | 03/2022 | 04/2023 |
| Primerica | Fort Worth | TX | 07/2012 | 10/2019 |
| Lpl Financial Llc | Roanoke | TX | 04/2023 | 11/2023 |
| Legacy 401K Partners, Llc | Grapevine | TX | 11/2023 | 12/2025 |
| Mml Investors Services, Llc | St Augustine | FL | 05/2026 | 06/2026 |
| Massmutual Life Insurance Company | St Augustine | FL | 03/2026 | 06/2026 |
| Unemployed | Ponte Vedra | FL | 12/2025 | 03/2026 |
| Pfs Investments Inc | Fort Worth | TX | 03/2014 | 01/2018 |
| Jp Morgan Securities Llc | Grapevine | TX | 10/2021 | 02/2022 |
| Captrust | Raleigh | NC | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-01-17 |
| S65 | Uniform Investment Adviser Law Examination | 2024-11-01 |
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