Shannon Elizabeth Reid

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

Authority	Category	Status	Date
ID	RA	APPROVED	2023-12-08
WA	RA	APPROVED	2023-12-07

ID RA
APPROVED

Since 2023-12-08
WA RA
APPROVED

Since 2023-12-07

Branch Locations

Idaho Falls, ID • 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

Organization	City	State	From	To
Trutina Financial	Bellevue	WA	03/2017	11/2023
Northwest University	Kirkland	WA	06/2015	03/2017
Capfinancial Partners Llc (Captrust)	Raleigh	NC	11/2023	Present

03/2017 → 11/2023

Trutina Financial

Bellevue, WA
06/2015 → 03/2017

Northwest University

Kirkland, WA
11/2023 → Present

Capfinancial Partners Llc (Captrust)

Raleigh, NC

Previous Registrations

2020-10-08 → 2024-03-28

Trutina Financial

Bellevue, WA

Other Businesses

Name: Presto Preservation Association Address: private residence Not Investment Related Nature: preservation of family homestead and history Position/Title: Secretary Start: 08/04/2024 Hours/Month: 3 Hours during Market Hours: 0 Duties: Assist with the family homestead home in Idaho and preserving the home and family history

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2020-10-08

S65 Uniform Investment Adviser Law Examination

2020-10-08

Other Names

Shannon Elizabeth Mauch

View on SEC IAPD