Jacob Samuel Lozier

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
MD	RA	APPROVED	2025-02-20

MD RA
APPROVED

Since 2025-02-20

Branch Locations

Darnestown, MD • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Capfinancial Partners, Llc. (Captrust)	Raleigh	NC	05/2017	Present
Dmj Accounting	Durham	NC	01/2017	05/2017
Lids Locker Room	Concord	NC	09/2016	01/2017

05/2017 → Present

Capfinancial Partners, Llc. (Captrust)

Raleigh, NC
01/2017 → 05/2017

Dmj Accounting

Durham, NC
09/2016 → 01/2017

Lids Locker Room

Concord, NC

Employer firm

Current Employers

Captrust

Disclosures

Employment History

Designations

Reviews