Justin Joseph Pawl

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

• 06/2012 → 09/2021
  Covenant Multi-Family Offices, Llc
  San Antonio, TX
• 09/2021 → Present
  Capfinancial Partners, Llc. (Captrust)
  Raleigh, NC

Previous Registrations

• 2012-08-31 → 2021-11-24
  Covenant
  San Antonio, TX

Other Businesses

1) Gaucho Group LLC; not investment related; 2403 Corona Court, La Jolla, CA; Holding company for PPLI policy; Start date: 10/9/23; 2 hours per month, 2 during trading hours; manager 2) Name: Loop Portal, LLC, Address: 11700 Sterling Panorama Terrace, Austin, TX 78738, Not Investment Related, Nature: technology company supporting institutional allocators (e.g. LPs), Position/Title: Advisory Board Member, Start: 04/30/2025, Hours/Month: 1, Hours during Market Hours: 1, Duties: serve on the advisory board

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-06-29

Designations

• Certified Financial Planner
• Chartered Financial Analyst