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Richard Edmund Hills

Captrust

St. Paul, MN

CRD 7746271

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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
MN RA APPROVED 2024-12-20
  • MN RA
    APPROVED
    Since 2024-12-20

Branch Locations

3050 Wells Fargo Place 30 East 7Th Street, St. Paul, MN 55101 • 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
The Hopetown Group Saint Paul MN 07/2016 12/2016
Minnesota Department Of Revenue Saint Paul MN 01/2017 01/2021
Trunorth Wealth Partners Saint Paul MN 02/2021 12/2024
Capfinancial Partners Llc (Captrust) Raleigh NC 12/2024 Present
  • 07/2016 → 12/2016
    The Hopetown Group
    Saint Paul, MN
  • 01/2017 → 01/2021
    Minnesota Department Of Revenue
    Saint Paul, MN
  • 02/2021 → 12/2024
    Trunorth Wealth Partners
    Saint Paul, MN
  • 12/2024 → Present
    Capfinancial Partners Llc (Captrust)
    Raleigh, NC
Previous Registrations
  • 2023-05-22 → 2025-03-28
    Grandview Delight, Llc
    St. Paul, MN
Other Businesses

1. Name: MN Multi Housing Association; Investment-Related: No; Address: Nature: Housing; Position/Title: Consultant; Start: 1/1/2017; Hours/Month: 6; Hours during Market Hours: 0; Duties: prepare annual survey & reports on expenses 2. Name: Name: Richard Hills, Address: private residence, Not Investment Related, Nature: rental income from DST, Position/Title: N/A, Start: 10/31/2025, Hours/Month: 0, Hours during Market Hours: 0, Duties: N/A 3. Name: Power + Prosper, Address: private residence, Not Investment Related, Nature: financial literacy and free tax prep, Position/Title: Volunteer, Start: 8/1/2024, Hours/Month: 0, Hours during Market Hours: 0, Duties: volunteer

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-22
  • S65 Uniform Investment Adviser Law Examination
    2023-05-22
Designations
  • Certified Financial Planner

View on SEC IAPD

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