FINTRUST CAPITAL ADVISORS, LLC

GREENVILLE, South Carolina·6 registered advisors·CRD# 145460
SEC# 801-685682864-288-2849
01

Firm Overview

AUM
$1.7B
Regulatory assets under management
Employees
35
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at FINTRUST CAPITAL ADVISORS, LLC

6 registered advisors
Allen Ray Gillespie
GREENVILLE, South Carolina
David Eric Lewis
GREENVILLE, South Carolina
James Harvey Bozman
ATHENS, Georgia
Philip Hamilton Brice
GREENVILLE, South Carolina
Richard Patrick Sheridan
GREENVILLE, South Carolina
Valerie Sue Smithey
GREENVILLE, South Carolina
05

Office Locations

GREENVILLE, South Carolina
5 advisors
ATHENS, Georgia
1 advisor

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Data sourced from SEC Form ADV filings. FINTRUST CAPITAL ADVISORS, LLC (CRD# 145460) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.