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Kathrin Miller Jones

Captrust

Fort Worth, TX

CRD 6906108

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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
TX RA APPROVED 2025-02-03
  • TX RA
    APPROVED
    Since 2025-02-03

Branch Locations

300 Throckmorton St, Suite 1450, Fort Worth, TX 76102 • 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
Capfinancial Partners Llc (Captrust) Raleigh NC 04/2023 Present
Omega Wealth Partners Fort Worth TX 07/2017 04/2023
Denke Mcbride & Ryan Cpas, Pllc Fort Worth TX 11/2014 05/2017
Unemployed Fort Worth TX 06/2017 06/2017
  • 04/2023 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
  • 07/2017 → 04/2023
    Omega Wealth Partners
    Fort Worth, TX
  • 11/2014 → 05/2017
    Denke Mcbride & Ryan Cpas, Pllc
    Fort Worth, TX
  • 06/2017 → 06/2017
    Unemployed
    Fort Worth, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-01
  • S65 Uniform Investment Adviser Law Examination
    2025-02-01
Other Names
  • Kathrin Leigh Miller
  • Kathrin Leigh Whitaker
  • Kati Miller Jones

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
M2G VENTURES LLC
ACHELION CAPITAL MANAGEMENT, LLC

Nearby Investors

MICHAEL PETER BRUNN
Joseph D'Agostino
RYAN HOLLOWAY COX

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Fort Worth, TX
M2G VENTURES LLC · FORT WORTH, TX
ACHELION CAPITAL MANAGEMENT, LLC · FORT WORTH, TX

More in Fort Worth, TX

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