CapFinancial Partners LLC
Nombre legal: CAPFINANCIAL PARTNERS, LLC
Detalles de contacto completos
CapFinancial Partners LLC
4208 SIX FORKS RD, SUITE 1700, RALEIGH, NC
919-870-6822
919-870-8891
Otra información
CapFinancial Partners LLC es una empresa con sede en Carolina del Norte y una sociedad de responsabilidad limitada. La firma cuenta con 515 empleados, 239 de ellos en roles de asesoramiento. El número de clientes que atienden es desconocido. La SEC ha aprobado esta empresa con una fecha de registro del 11 de julio de 2003.
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We provide investment advisory services to retirement plan fiduciaries, endowments and foundations and wealth planning services to executives, business owners, and families.
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Propietarios directos
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BENJAMIN STUART GOLDSTEIN
CHIEF OPERATIONS OFFICER, HEAD OF BUSINESS OPERATIONS GROUP posee menos de 5%
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BONNIE ANNETTE MCCULLOUGH
CHIEF FINANCIAL OFFICER/SENIOR DIRECTOR posee menos de 5%
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DENISE MCGEE BUCHANAN
CHIEF COMPLIANCE OFFICER/SENIOR DIRECTOR posee menos de 5%
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DERICK DON SHOFF
MANAGING DIRECTOR, ADVISOR SUPPORT GROUP posee menos de 5%
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JAMES FIELDING MILLER
CHIEF EXECUTIVE OFFICER posee menos de 5%
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JOHN EDMUND RUSSELL APPLEBY
MANAGING DIRECTOR, PROJECT MGT & ACQUISITIONS/CROP/SROP posee menos de 5%
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KEVIN DANIEL BARRY
CHIEF INVESTMENT OFFICER, CONSULTING RESEARCH GROUP posee menos de 5%
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MICHAEL DAVID STROTHER
SENIOR DIRECTOR, ADVISOR SUPPORT GROUP posee menos de 5%
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SCOTT THOMAS MATHESON
MANAGING DIRECTOR, CONSULTING SOLUTIONS GROUP posee menos de 5%
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THE CAPFINANCIAL GROUP, LLC
MEMBER posee 75% o más
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WILSON SMITH HOYLE
MANAGING DIRECTOR, HEAD OF ADVISOR SUPPORT GROUP posee menos de 5%
Propietarios indirectos
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CAPFINANCIAL HOLDINGS, INC.
MEMBER posee 75% o más
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JAMES FIELDING MILLER
CHAIRMAN, CEO, PRESIDENT posee más del 25% pero menos del 50%
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JAMES FIELDING MILLER
MANAGER
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ROBERT G SOLOMON
MANAGER
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ROBERT G SOLOMON
DIRECTOR
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WILSON SMITH HOYLE
MANAGING DIRECTOR
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WILSON SMITH HOYLE
MANAGER
Auditores
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RICHEY MAY & CO.
Estados Unidos
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