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Michael Vogelzang

Managing Director, Chief Investment Officer at Capfinancial Partners

Investment adviser registrationBoston, MASEC record checked 17 October 2026

28
Years in the industry
6
Years at the firm
4
Adviser firms
3
State registrations

IAPD record retrieved 17 October 2026SEC record

Michael Vogelzang is Managing Director, Chief Investment Officer of Capfinancial Partners, LLC, a Raleigh investment adviser managing $1.24T. Michael Vogelzang has been registered through Capfinancial Partners since 5 November 2019, has 28 years in the industry across 4 firms and has passed the Series 63, Series 65 and Series 2.

Role at Capfinancial Partners

Title on Schedule A
Managing Director, Chief Investment Officer
Control
Michael Vogelzang is not a control person of Capfinancial Partners.
Ownership
An individual ownership band is not available in the source record.
Tenure
Michael Vogelzang has held the filed role since June 2021.

The firm

Capfinancial Partners, LLC
Raleigh, NC

Form ADV filed 30 September 2026

$1.24T AUM41,750 clients885 advisers26 offices

Career on record

Michael Vogelzang has been registered through Capfinancial Partners since November 2019, and before that through Boston Advisors, LLC, Advest, Inc. and Boston Advisors, Inc..

Firms and exams, newest first
  1. CaptrustCurrent
    – present · 7 years
    Boston, MA · Adviser representative · Firm CRD 175112
  2. Boston Advisors, LLC
    – · 13 years
    Boston, MA · Adviser representative · Firm CRD 140059
  3. Advest, Inc.
    – · 2 years
    Boston, MA · Adviser representative · Firm CRD 10
  4. Boston Advisors, Inc.
    – · 9 years
    Boston, MA · Adviser representative · Firm CRD 110981
  5. Passed Series 2 · 1993
  6. Passed Series 63 and Series 65 · 1992

Registrations and exams

Michael Vogelzang has a current investment-adviser registration in Massachusetts, New Hampshire and Texas and has passed 3 qualifying exams.

Massachusetts5 November 2019
Scope
Investment adviser representative
Status
Approved
New Hampshire29 July 2025
Scope
Investment adviser representative
Status
Approved
Texas29 November 2019
Scope
Investment adviser representative
Status
Approved

Examinations

Series 6530 January 1992
Name
Uniform Investment Adviser Law Examination
Series 637 January 1992
Name
Uniform Securities Agent State Law Examination
Series 223 November 1993
Name
Non-Member General Securities Examination

Individual record

Full name
Michael James Vogelzang
CRD
2186136
Firm
Capfinancial Partners, LLC
Registration status
Investment adviser registration
Office
One Liberty Square 13th Floor, Boston, MA 02109
Firm bio
captrust.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

CAPTRUST identifies Michael J. Vogelzang as its chief investment officer and chair of the Investment Committee, overseeing the firm’s investment research and strategy. Official firm biography/team page

Education

Common questions

Where does Michael Vogelzang work?

Michael Vogelzang has been Managing Director, Chief Investment Officer of Capfinancial Partners, LLC since June 2021.

Source: Form ADV, Schedule A, filed 30 September 2026

Is Michael Vogelzang a financial advisor?

Yes. Michael Vogelzang has a current investment-adviser registration in Massachusetts, New Hampshire and Texas, through Capfinancial Partners since November 2019, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Michael Vogelzang have?

Michael Vogelzang has worked in the financial industry for 28 years as of 17 October 2026, counted from 30 October 1997, across 4 adviser firms.

Source: IAPD individual record, checked 17 October 2026

What exams has Michael Vogelzang passed?

Michael Vogelzang has passed 3 licensing exams: the Series 63, Series 65 and Series 2. The earliest, the Series 63, was passed in January 1992.

Source: IAPD individual record, checked 17 October 2026

Where did Michael Vogelzang work before Capfinancial Partners?

Before Capfinancial Partners, Michael Vogelzang was registered through Boston Advisors, LLC, June 2006 to October 2019; Advest, Inc., October 2003 to April 2006; Boston Advisors, Inc., October 1997 to June 2006.

Source: IAPD individual record, checked 17 October 2026

Where is Michael Vogelzang based?

Michael Vogelzang’s registered office is in Boston, MA.

Source: IAPD individual record, checked 17 October 2026

Leadership at Capfinancial Partners

Sources

  1. IAPD individual record, CRD 2186136. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Capfinancial Partners, LLC, filed 30 September 2026. Title, control and ownership bands.
  3. Capfinancial Partners team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Michael Vogelzang or Capfinancial Partners, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.