CapFinancial Partners LLC
Legal Name: CAPFINANCIAL PARTNERS, LLC
Full Contact Details
CapFinancial Partners LLC
4208 SIX FORKS RD, SUITE 1700, RALEIGH, NC
919-870-6822
919-870-8891
Other Info
CapFinancial Partners LLC is a North Carolina based company and a limited liability company. The firm has 515 employees, with 239 of them in advisory roles. The number of clients they serve is unknown. The SEC has approved this firm with a registration date of July 11, 2003.
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.
Direct Owners
-
BENJAMIN STUART GOLDSTEIN
CHIEF OPERATIONS OFFICER, HEAD OF BUSINESS OPERATIONS GROUP owns less than 5%
-
BONNIE ANNETTE MCCULLOUGH
CHIEF FINANCIAL OFFICER/SENIOR DIRECTOR owns less than 5%
-
DENISE MCGEE BUCHANAN
CHIEF COMPLIANCE OFFICER/SENIOR DIRECTOR owns less than 5%
-
DERICK DON SHOFF
MANAGING DIRECTOR, ADVISOR SUPPORT GROUP owns less than 5%
-
JAMES FIELDING MILLER
CHIEF EXECUTIVE OFFICER owns less than 5%
-
JOHN EDMUND RUSSELL APPLEBY
MANAGING DIRECTOR, PROJECT MGT & ACQUISITIONS/CROP/SROP owns less than 5%
-
KEVIN DANIEL BARRY
CHIEF INVESTMENT OFFICER, CONSULTING RESEARCH GROUP owns less than 5%
-
MICHAEL DAVID STROTHER
SENIOR DIRECTOR, ADVISOR SUPPORT GROUP owns less than 5%
-
SCOTT THOMAS MATHESON
MANAGING DIRECTOR, CONSULTING SOLUTIONS GROUP owns less than 5%
-
THE CAPFINANCIAL GROUP, LLC
MEMBER owns 75% or more
-
WILSON SMITH HOYLE
MANAGING DIRECTOR, HEAD OF ADVISOR SUPPORT GROUP owns less than 5%
Indirect Owners
-
CAPFINANCIAL HOLDINGS, INC.
MEMBER owns 75% or more
-
JAMES FIELDING MILLER
CHAIRMAN, CEO, PRESIDENT owns more than 25% but less than 50%
-
JAMES FIELDING MILLER
MANAGER
-
ROBERT G SOLOMON
MANAGER
-
ROBERT G SOLOMON
DIRECTOR
-
WILSON SMITH HOYLE
MANAGING DIRECTOR
-
WILSON SMITH HOYLE
MANAGER
Auditors
-
RICHEY MAY & CO.
United States
Firms Located Nearby
- Sharpvue Capital LLC
- Financial Planning Services Inc
- Collegiate Capital Management Inc
- Triangle Securities Wealth Management
- First Citizens Asset Management Inc
- Capital Investment Advisory Services LLC
- First Citizens Investor Services Inc
- Hollingsworth Avent Averre & Purvis PA
- COOK Wealth Management Group LLC
- Physicians Financial Services Inc