CapFinancial Partners LLC
Offizieller Name: CAPFINANCIAL PARTNERS, LLC
Vollständige Kontaktdaten
CapFinancial Partners LLC
4208 SIX FORKS RD, SUITE 1700, RALEIGH, NC
919-870-6822
919-870-8891
Andere Information
CapFinancial Partners LLC ist ein Unternehmen mit beschränkter Haftung mit Sitz in North Carolina. Das Unternehmen hat 515 Mitarbeiter, von denen 239 in beratenden Funktionen tätig sind. Die Anzahl der von ihnen bedienten Kunden ist unbekannt. Die SEC hat dieses Unternehmen mit einem Registrierungsdatum vom 11. Juli 2003 genehmigt.
CAPTRUST Direct
X Due to security enhancements, a new registration process may be required to access your plan(s). Your email address is your new username. About CAPTRUST Contact Us Log In Log In Securely Store Plan Documents CAPTRUST Direct’s secure online portal allows sponsors to easily store and reference mee…
Wealth Management and Nonprofit Advisory Services Lake Success NY | CAPTRUST
CAPTRUST’s Lake Success-based advisors provide wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to endowments and foundations for nonprofits.
Home | CAPTRUST
We provide investment advisory services to retirement plan fiduciaries, endowments and foundations and wealth planning services to executives, business owners, and families.
Home | CAPTRUST Advice
Advice Desk: 800.967.9948 EnglishEspañol CAPTRUST.com Resources Helpful Resources IRS Announces 2023 Pension Plan Limitations Disaster Checklist Protect Your Personal Information By Type All Resources Articles Videos Tools By Need Plan Save Invest Retire By Career Stage Early Middle Late Popular To…
Home | CAPTRUST
We provide investment advisory services to retirement plan fiduciaries, endowments and foundations and wealth planning services to executives, business owners, and families.
Strategic Advisor Group – Guiding clients for financial success
Home Who We Are About Us Our Approach Our Team M Financial Group What We Do Business Owning & Ultra High Net Worth Families Multigenerational Wealth Planning Business & Estate Preservation Strategies Life Insurance Advisory Services Investment Advisory Services Contact Us VISION Guiding clients towa…
Wealth Management Services Bethlehem PA | CAPTRUST
CAPTRUST’s Bethlehem-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families.
Wealth Management Services San Ramon CA | CAPTRUST
CAPTRUST’s San Ramon-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families.
Wealth Management Services Uniontown OH | CAPTRUST
CAPTRUST’s Uniontown-based advisors specialize in providing comprehensive wealth management services to high-net-worth individuals, business owners, and families.
Wealth Management and Nonprofit Advisory Services San Antonio TX | CAPTRUST
CAPTRUST’s San Antonio-based advisors provide wealth management services to high-net-worth individuals, business owners, families, and investment advisory services to endowments and foundations for nonprofits.
Direkte Eigentümer
-
BENJAMIN STUART GOLDSTEIN
CHIEF OPERATIONS OFFICER, HEAD OF BUSINESS OPERATIONS GROUP besitzt weniger als 5%
-
BONNIE ANNETTE MCCULLOUGH
CHIEF FINANCIAL OFFICER/SENIOR DIRECTOR besitzt weniger als 5%
-
DENISE MCGEE BUCHANAN
CHIEF COMPLIANCE OFFICER/SENIOR DIRECTOR besitzt weniger als 5%
-
DERICK DON SHOFF
MANAGING DIRECTOR, ADVISOR SUPPORT GROUP besitzt weniger als 5%
-
JAMES FIELDING MILLER
CHIEF EXECUTIVE OFFICER besitzt weniger als 5%
-
JOHN EDMUND RUSSELL APPLEBY
MANAGING DIRECTOR, PROJECT MGT & ACQUISITIONS/CROP/SROP besitzt weniger als 5%
-
KEVIN DANIEL BARRY
CHIEF INVESTMENT OFFICER, CONSULTING RESEARCH GROUP besitzt weniger als 5%
-
MICHAEL DAVID STROTHER
SENIOR DIRECTOR, ADVISOR SUPPORT GROUP besitzt weniger als 5%
-
SCOTT THOMAS MATHESON
MANAGING DIRECTOR, CONSULTING SOLUTIONS GROUP besitzt weniger als 5%
-
THE CAPFINANCIAL GROUP, LLC
MEMBER besitzt 75% oder mehr
-
WILSON SMITH HOYLE
MANAGING DIRECTOR, HEAD OF ADVISOR SUPPORT GROUP besitzt weniger als 5%
Indirekte Eigentümer
-
CAPFINANCIAL HOLDINGS, INC.
MEMBER besitzt 75% oder mehr
-
JAMES FIELDING MILLER
CHAIRMAN, CEO, PRESIDENT besitzt mehr als 25% aber weniger als 50%
-
JAMES FIELDING MILLER
MANAGER
-
ROBERT G SOLOMON
MANAGER
-
ROBERT G SOLOMON
DIRECTOR
-
WILSON SMITH HOYLE
MANAGING DIRECTOR
-
WILSON SMITH HOYLE
MANAGER
Wirtschaftsprüfer
-
RICHEY MAY & CO.
Vereinigte Staaten
Firmen in der Nähe
- First Financial Group Corporation
- First Citizens Asset Management Inc
- First Citizens Investor Services Inc
- Park Ridge Asset Management LLC
- Mid-Atlantic Securities Inc
- Triangle Securities Wealth Management
- Cherokee Investment Partners LLC
- SHAH Capital Management Inc
- Armor Investment Advisors LLC
- Financial Planning Services Inc