Best Investors Account Sign in
Inactive

Samuel Howard Dreibelbis

Captrust

Austin, TX

CRD 6841091

Claim This Profile
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
TX RA APPROVED 2021-10-11
  • TX RA
    APPROVED
    Since 2021-10-11

Branch Locations

Austin, TX • 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
Covenant Multi-Family Offices, Llc San Antonio TX 07/2017 Present
Ernst & Young Llp Mclean VA 06/2013 03/2017
Meyer Oil Company Cleona PA 04/2017 06/2017
Capfinancial Partners, Llc. (Captrust) Raleigh NC 09/2021 Present
  • 07/2017 → Present
    Covenant Multi-Family Offices, Llc
    San Antonio, TX
  • 06/2013 → 03/2017
    Ernst & Young Llp
    Mclean, VA
  • 04/2017 → 06/2017
    Meyer Oil Company
    Cleona, PA
  • 09/2021 → Present
    Capfinancial Partners, Llc. (Captrust)
    Raleigh, NC
Previous Registrations
  • 2017-10-28 → 2021-11-24
    Covenant
    San Antonio, TX
    Austin, TX
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-10-28
  • S65 Uniform Investment Adviser Law Examination
    2017-10-28
Designations
  • Certified Financial Planner
Other Names
  • Sam Dreibelbis

View on SEC IAPD

More in Austin, TX

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor