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Inactive

David Anderson Rice

Captrust

Indianapolis, IN

CRD 8336281

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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 2026-08-31
  • IN RA
    APPROVED
    Since 2026-08-31

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
Captrust Raleigh NC 06/2026 Present
Bloomington Country Club Bloomington IN 04/2022 05/2025
American Eagle Outfitters Bloomington IN 08/2021 01/2022
Student Bloomington IN 08/2009 05/2026
  • 06/2026 → Present
    Captrust
    Raleigh, NC
  • 04/2022 → 05/2025
    Bloomington Country Club
    Bloomington, IN
  • 08/2021 → 01/2022
    American Eagle Outfitters
    Bloomington, IN
  • 08/2009 → 05/2026
    Student
    Bloomington, IN
Other Businesses

Caddie

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-08-31
  • S65 Uniform Investment Adviser Law Examination
    2026-08-31

View on SEC IAPD

Nearby Firms

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

More in Indianapolis, IN

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