Christopher Kevin Grogan

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2019 → 02/2025
  Carolinas Wealth Consulting Llc
  Charlotte, NC
• 01/2025 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC
• 06/2025 → Present
  Capfinancial Securities, Llc.
  Raleigh, NC
• 05/2001 → Present
  Carolinas Investment Consulting Llc
  Charlotte, NC
• 05/2001 → 06/2025
  Carolinas Investment Consulting Llc
  Charlotte, NC

Previous Registrations

• 2019-05-15 → 2025-06-20
  Carolinas Wealth Consulting Llc
  Charlotte, NC
  Fort Mill, SC
• 2006-08-08 → 2011-06-06
  Carolinas Investment Consulting Llc
  Charlotte, NC
  Charlotte, NC
  Fort Mill, SC

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-08-07
• S63 Uniform Securities Agent State Law Examination
  2000-09-05

Other Names

• Christopher Kevin Grogan
• Christopher K Grogan