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CAPFINANCIAL PARTNERS, LLC
CAPFINANCIAL PARTNERS, LLC
CAPTRUST
RALEIGH, North Carolina
·
27 registered advisors
·
CRD# 175112
SEC# 801-62193
69
919-870-6822
01
Firm Overview
AUM
$852.2B
Regulatory assets under management
Employees
1554
Total firm employees
Advisors
27
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 Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at CAPFINANCIAL PARTNERS, LLC
27 registered advisors
Ann Leddy
RALEIGH, North Carolina
CRD# 5024384
Benjamin Stuart Goldstein
RALEIGH, North Carolina
CRD# 1613111
Bonnie Annette Mccullough
RALEIGH, North Carolina
CRD# 5509022
Christa Miller
RALEIGH, North Carolina
CRD# 7225202
Christina Markell-Balleza
RALEIGH, North Carolina
CRD# 5993913
Collin Edward Roche
RALEIGH, North Carolina
CRD# 2529107
Dasha Marie Smith
RALEIGH, North Carolina
CRD# 6026873
Denise Mcgee Buchanan
RALEIGH, North Carolina
CRD# 1284353
Derick Don Shoff
RALEIGH, North Carolina
CRD# 1140640
Edward Virgil Welch
RALEIGH, North Carolina
CRD# 1290275
Eric James Freedman
RALEIGH, North Carolina
CRD# 3271899
James Burr
RALEIGH, North Carolina
CRD# 6632799
James Fielding Miller
RALEIGH, North Carolina
CRD# 1587301
John David Curry
RALEIGH, North Carolina
CRD# 1575142
John Edmund Russell Appleby
RALEIGH, North Carolina
CRD# 2994861
Jonathan Seth Meyer
RALEIGH, North Carolina
CRD# 6635770
Kalen James Mcconnell
RALEIGH, North Carolina
CRD# 5578562
Margaret A Jarocki
RALEIGH, North Carolina
CRD# 5404373
Mark John Francher
RALEIGH, North Carolina
CRD# 6999878
Mark Sanford Wilson
RALEIGH, North Carolina
CRD# 7555611
Michael David Strother
RALEIGH, North Carolina
CRD# 2457427
Michael James Vogelzang
RALEIGH, North Carolina
CRD# 2186136
Michael S Hollander
RALEIGH, North Carolina
CRD# 6001293
Robert A Miller
RALEIGH, North Carolina
CRD# 4676260
Robert G Solomon
RALEIGH, North Carolina
CRD# 6509498
Scott Thomas Matheson
RALEIGH, North Carolina
CRD# 4992054
Wilson Smith Hoyle
RALEIGH, North Carolina
CRD# 2444392
05
Office Locations
RALEIGH, North Carolina
27 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
.