Ryan Matthew Oravetz

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

• 10/2016 → 11/2023
  Personal Capital
  Denver, CO
• 04/2023 → 11/2023
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 02/2024 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC

Previous Registrations

• 2023-04-03 → 2023-12-08
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 2017-03-06 → 2023-04-03
  Personal Capital Advisors Corporation
  Denver, CO
  Denver, CO

Designations

• Certified Financial Planner

Other Names

• Ryan Oravetz