Bruce Lincoln Graham

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

• 04/2015 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC
• 09/2013 → Present
  Capfinancial Securities Llc
  Raleigh, NC

Previous Registrations

• 2013-10-31 → 2015-04-09
  Capfinancial Securities, Llc.
  Greenwich, CT
  Raleigh, NC
  Raleigh, NC

Other Businesses

Name: Analysis Group Investment-Related: No Address: 333 South Hope St, 27th Fl, Los Angeles CA 90071 Nature: Private economics consulting firm Position/Title: Affiliated Expert Start: 05/2017 Hours/Month: 1 Hours during Market Hours: 0 Duties: Research analysis Name: Saint Saviours Church Investment-Related: No. Address: 350 Sound Bearch Ave. Old Greenwich, CT 06870 Nature: church Position/Title: Treasurer Start: 11/01/2010 Hours/Month: 1 Hours during Market Hours: 1 Duties: responsible for payroll, approving checks and receivables, and doing the annual budget

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-03-24

Designations

• Chartered Financial Analyst

Other Names

• Bruce Lincoln Graham