Reagan T Macdonald

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

• 10/2023 → 04/2024
  Charles Schwab & Co., Inc.
  Houston, TX
• 03/2023 → 09/2023
  Bhg Financial
  Syracuse, NY
• 01/2014 → 05/2021
  Unemployed
  N/A, TX
• 06/2021 → 02/2023
  Bhg Financial
  Syracuse, NY
• 04/2024 → 06/2024
  Startengine Primary, Llc
  Burbank, CA
• 07/2024 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC
• 07/2024 → Present
  Capfinancial Securities Llc
  Raleigh, NC

Previous Registrations

• 2024-01-05 → 2024-04-26
  Charles Schwab & Co., Inc.
  Houston, TX

Other Businesses

1) Name: Reagan MacDonald, Address: private residence, Investment-Related: No, Nature: real estate, Position/Title: Owner, Start:01/01/2024, Hours/Month: 20, Hours during Market Hours: 0, Duties: buy and sell real estate properties (i.e.flip) 2) Name: Texas Stix, Address: 1205 Texas Star Parkway, Euless, TX 76040, Not Investment Related, Nature: Baseball team, Position/Title: Coach, Start: 03/01/2026, Hours/Month: 20, Hours during Market Hours: 0, Duties: Baseball coach for a select baseball team, 14u team

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-02-09
• S65 Uniform Investment Adviser Law Examination
  2023-04-18

Other Names

• Reagan Macdonald
• Reagan T Macdonald