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Captrust CRD 175112
$1.24T regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4208 Six Forks Rd Suite 1700, Raleigh, NC 27609 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-11-11 |
Branch Locations
9100 Keystone Crossing Suite 700, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Winthrop Capital Management Llc | Carmel | IN | 09/2021 | 04/2024 |
| Conner Prairie Museum Inc | Fishers | IN | 07/2019 | 09/2021 |
| Drum Corps International | Indianapolis | IN | 05/2019 | 07/2019 |
| The Center For The Performing Arts | Carmel | IN | 09/2018 | 05/2019 |
| Butler University | Indianapolis | IN | 08/2015 | 12/2018 |
| Oxford Financial Group, Ltd | Carmel | IN | 04/2024 | 10/2025 |
| Capfinancial Partners, Llc. (Captrust) | Raleigh | NC | 11/2025 | Present |
1) Name: Madison Quad LLC, Address: private residence, Not Investment Related, Nature: real estate, Position/Title: President, Start: 05/31/2024, Hours/Month: 3, Hours during Market Hours: 3, Duties: Manage leasing, operations, and finances for four-unit building 2) Name: Jack Denger, Address: private residence, Not Investment Related, Nature: live entertainer, Position/Title: Independent Contractor, Start: 05/02/2022, Hours/Month: 10, Hours during Market Hours: 0, Duties: live entertainer
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-26 |
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