Unclaimed Profile

Wilson Smith Hoyle

CAPFINANCIAL PARTNERS, LLC·RALEIGH, North Carolina

SIE, Series 6, Series 7, Series 24, Series 63, Series 6528 years registeredCAPFINANCIAL PARTNERS, LLC

4208 SIX FORKS RD, RALEIGH, NC 27609CRD# 2444392Firm CRD# 175112

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Wilson Smith Hoyle · RALEIGH, NC

Registration

CRD #2444392 · CAPFINANCIAL PARTNERS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

CAPTRUST

Apr 2015 – present

CAPTRUST FINANCIAL ADVISORS OR "CAPTRUST"

Oct 2003 – Apr 2015

RALEIGH, NC

WACHOVIA SECURITIES FINANCIAL NETWORK, LLC

Jun 2002 – Oct 2003

RALEIGH, NC

CAPTRUST FINANCIAL ADVISORS

Sep 1997 – Jun 2002

RALEIGH, NC

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · September 30, 1997

Years registered · 28

Disclosure History

1997Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CAPFINANCIAL PARTNERS, LLC

CRD 175112 · SEC 801-62193

AUM

$852.2B

Regulatory assets under management

Employees

1,554

100,603 client accounts

Services offered by CAPFINANCIAL PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at CAPFINANCIAL PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Wilson Smith Hoyle offer?

Wilson Smith Hoyle specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in RALEIGH, North Carolina for a consultation.

What are Wilson Smith Hoyle's credentials?

Wilson Smith Hoyle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wilson Smith Hoyle located?

Wilson Smith Hoyle is based in RALEIGH, North Carolina, working with CAPFINANCIAL PARTNERS, LLC. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.

How does Wilson Smith Hoyle charge for services?

Wilson Smith Hoyle's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPFINANCIAL PARTNERS, LLC?

CAPFINANCIAL PARTNERS, LLC has approximately 1554 employees and manages $852.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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