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CAPFINANCIAL PARTNERS, LLC
CAPFINANCIAL PARTNERS, LLC
CAPTRUST FINANCIAL ADVISORS
RALEIGH, North Carolina
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1 registered advisor
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CRD# 126291
SEC# 801-62193
919-870-6822
01
Firm Overview
AUM
$116.2B
Regulatory assets under management
Employees
310
Total firm employees
Advisors
1
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
Commissions
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at CAPFINANCIAL PARTNERS, LLC
1 registered advisor
Patrick Steven Sallee
RALEIGH, North Carolina
CRD# 3272584
05
Office Locations
RALEIGH, North Carolina
1 advisor
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Data sourced from SEC Form ADV filings. CAPFINANCIAL PARTNERS, LLC (CRD# 126291) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.