CAPFINANCIAL SECURITIES, LLC.
Firm details
- Headquarters
- RALEIGH, North Carolina
- CRD number
- 126291
- Registered since
- September 11, 2003
- Website
- www.captrust.com
Firm profile
FINTRXOverview
Capfinancial Securities, LLC is organized as a limited liability company and has been registered with the SEC since 2003. Publicly available descriptors list the owner type as a combination of domestic entity and individual and classify the firm as "unclassified." The snapshot data shows the firm is not identified as a capital allocator, it does not report being an active ESG investor, and it is not flagged as a multi-state adviser in the available records. Available fields for fee structure, advisory activities and business activities were not populated in the source dataset, so there is no firm-level description of how the company positions its advisory or brokerage services.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2ROBERT MILLER
Chief Financial OfficerCRD 4676260
SARAH WESTBROOK
Chief Compliance OfficerCRD 4751500
Contacts
3 of 435Brodie Barnes
Principal & Financial AdvisorCRD 2368626
Mathew Doyle
Principal & Financial AdvisorCRD 4554670
Angie Butler
Registered RepresentativeCRD 2727758
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
RALEIGH, NC
WAKE
Location
RALEIGH, NC
Headquartered in RALEIGH, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- WAKE
- Address
- 4208 Six Forks Rd
- Time zone
- ET (UTC-5)
- Office locations
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