CapFinancial Partners LLC
Nom légal: CAPFINANCIAL PARTNERS, LLC
Coordonnées complètes
CapFinancial Partners LLC
4208 SIX FORKS RD, SUITE 1700, RALEIGH, NC
919-870-6822
919-870-8891
Autre info
CapFinancial Partners LLC est une entreprise basée en Caroline du Nord et une société à responsabilité limitée. La firme compte 515 employés, dont 239 occupent des postes de conseillers. Le nombre de clients qu'elle sert est inconnu. La SEC a approuvé cette entreprise avec une date d'enregistrement au 11 juillet 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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Propriétaires directs
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BENJAMIN STUART GOLDSTEIN
CHIEF OPERATIONS OFFICER, HEAD OF BUSINESS OPERATIONS GROUP possède Moins de 5%
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BONNIE ANNETTE MCCULLOUGH
CHIEF FINANCIAL OFFICER/SENIOR DIRECTOR possède Moins de 5%
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DENISE MCGEE BUCHANAN
CHIEF COMPLIANCE OFFICER/SENIOR DIRECTOR possède Moins de 5%
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DERICK DON SHOFF
MANAGING DIRECTOR, ADVISOR SUPPORT GROUP possède Moins de 5%
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JAMES FIELDING MILLER
CHIEF EXECUTIVE OFFICER possède Moins de 5%
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JOHN EDMUND RUSSELL APPLEBY
MANAGING DIRECTOR, PROJECT MGT & ACQUISITIONS/CROP/SROP possède Moins de 5%
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KEVIN DANIEL BARRY
CHIEF INVESTMENT OFFICER, CONSULTING RESEARCH GROUP possède Moins de 5%
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MICHAEL DAVID STROTHER
SENIOR DIRECTOR, ADVISOR SUPPORT GROUP possède Moins de 5%
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SCOTT THOMAS MATHESON
MANAGING DIRECTOR, CONSULTING SOLUTIONS GROUP possède Moins de 5%
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THE CAPFINANCIAL GROUP, LLC
MEMBER possède 75% ou plus
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WILSON SMITH HOYLE
MANAGING DIRECTOR, HEAD OF ADVISOR SUPPORT GROUP possède Moins de 5%
Propriétaires indirects
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CAPFINANCIAL HOLDINGS, INC.
MEMBER possède 75% ou plus
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JAMES FIELDING MILLER
CHAIRMAN, CEO, PRESIDENT possède plus de 25% mais moins de 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
Auditeurs
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RICHEY MAY & CO.
États Unis
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