CAPFINANCIAL PARTNERS, LLC

CAPTRUST
RALEIGH, North Carolina·15 registered advisors·CRD# 175112
SEC# 801-6219369919-870-6822
01

Firm Overview

AUM
$852.2B
Regulatory assets under management
Employees
1554
Total firm employees
Advisors
15
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at CAPFINANCIAL PARTNERS, LLC

15 registered advisors
Ann Leddy
RALEIGH, North Carolina
Benjamin Stuart Goldstein
RALEIGH, North Carolina
Denise Mcgee Buchanan
RALEIGH, North Carolina
Derick Don Shoff
RALEIGH, North Carolina
Edward Virgil Welch
RALEIGH, North Carolina
Eric James Freedman
RALEIGH, North Carolina
James Fielding Miller
RALEIGH, North Carolina
John David Curry
RALEIGH, North Carolina
John Edmund Russell Appleby
RALEIGH, North Carolina
Margaret A Jarocki
RALEIGH, North Carolina
Michael David Strother
RALEIGH, North Carolina
Michael James Vogelzang
RALEIGH, North Carolina
Robert A Miller
RALEIGH, North Carolina
Scott Thomas Matheson
RALEIGH, North Carolina
Wilson Smith Hoyle
RALEIGH, North Carolina
05

Office Locations

RALEIGH, North Carolina
15 advisors

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Data sourced from SEC Form ADV filings. CAPFINANCIAL PARTNERS, LLC (CRD# 175112) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.