Daryl Lee Deke

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

• 04/2014 → 12/2021
  New Market Wealth Management, Llc
  Costa Mesa, CA
• 12/2021 → Present
  Capfinancial Partners Llc (Captrust)
  Raleigh, NC

Previous Registrations

• 2014-06-02 → 2022-03-28
  New Market Wealth Management, Llc
  Irvine, CA
• 2008-07-21 → 2011-05-04
  Neuberger Berman Bd Llc
  Newport Beach, CA
• 2000-08-02 → 2004-10-13
  Alliancebernstein L.P.
  Los Angeles, CA

Other Businesses

Name: The George C. Marshall International Center Address: 312 East Market Street, Leesburg, VA 20176 Not Investment Related Nature: Arts Institution/Cultural Position/Title: Member, Board of Directors Start: 11/03/2025 Hours/Month: 2 Hours during Market Hours: 2 Duties: volunteer

Exams

• S66 Uniform Combined State Law Examination
  2015-02-12
• S65 Uniform Investment Adviser Law Examination
  1992-05-11
• S63 Uniform Securities Agent State Law Examination
  1990-07-13

Other Names

• Daryl Lee Deke