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Wilson Hoyle

Managing Director at Capfinancial Partners

Investment adviser and broker registrationsRaleigh, NCSEC record checked 17 October 2026

32
Years in the industry
11
Years at the firm
4
Adviser firms
2
State registrations

IAPD record retrieved 17 October 2026SEC record

Wilson Hoyle is Managing Director of Capfinancial Partners, LLC, a Raleigh investment adviser managing $1.24T. Wilson Hoyle has been registered through Capfinancial Partners since 9 April 2015, has 32 years in the industry across 4 firms and has passed 6 licensing exams.

Role at Capfinancial Partners

Title on Schedule A
Managing Director
Control
Wilson Hoyle is a control person of Capfinancial Partners.
Ownership
An individual ownership band is not available in the source record.
Tenure
Wilson Hoyle has held the filed role since December 2009.

The firm

Capfinancial Partners, LLC
Raleigh, NC

Form ADV filed 30 September 2026

$1.24T AUM41,750 clients885 advisers26 offices

Career on record

Wilson Hoyle has been registered through Capfinancial Partners since April 2015, and before that through Wachovia Securities Financial Network, LLC and Captrust Financial Advisors.

Firms and exams, newest first
  1. Passed SIE · 2018
  2. CaptrustCurrent
    – present · 12 years
    Raleigh, NC · Adviser representative · Firm CRD 175112
  3. Captrust Financial Advisors Or "captrust"
    – · 12 years
    Raleigh, NC · Adviser representative · Firm CRD 126291
  4. Passed Series 24 · 2003
  5. Wachovia Securities Financial Network, LLC
    – · 1 year
    Raleigh, NC · Adviser representative · Firm CRD 11025
  6. Captrust Financial Advisors
    – · 5 years
    Raleigh, NC · Adviser representative · Firm CRD 41727
  7. Passed Series 7 and Series 65 · 1995
  8. Passed Series 63 and Series 6 · 1994

Registrations and exams

Wilson Hoyle has a current investment-adviser registration in North Carolina and Texas and has passed 6 qualifying exams.

North Carolina22 April 2015
Scope
Investment adviser representative
Status
Approved
Texas9 April 2015
Scope
Investment adviser representative
Status
Approved

Examinations

Series 657 July 1995
Name
Uniform Investment Adviser Law Examination
Series 6314 January 1994
Name
Uniform Securities Agent State Law Examination
Series 2429 April 2003
Name
General Securities Principal Examination
SIE1 October 2018
Name
Securities Industry Essentials Examination
Series 713 June 1995
Name
General Securities Representative Examination
Series 614 January 1994
Name
Investment Company Products/Variable Contracts Representative Examination

Individual record

Full name
Wilson Smith Hoyle
CRD
2444392
Firm
Capfinancial Partners, LLC
Registration status
Investment adviser and broker registrations
Office
4208 SIX FORKS ROAD #1700, Raleigh, NC 27609
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 says Wilson Hoyle leads its business development and practice-management initiatives and founded the firm’s professional-athlete division. Official firm biography/team page

Education

Common questions

Where does Wilson Hoyle work?

Wilson Hoyle has been Managing Director of Capfinancial Partners, LLC since December 2009, and is a control person of the firm.

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

Is Wilson Hoyle a financial advisor?

Yes. Wilson Hoyle has a current investment-adviser registration in North Carolina and Texas, through Capfinancial Partners since April 2015, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does Wilson Hoyle have?

Wilson Hoyle has worked in the financial industry for 32 years as of 17 October 2026, counted from 23 January 1994, across 4 adviser firms.

Source: IAPD individual record, checked 17 October 2026

What exams has Wilson Hoyle passed?

Wilson Hoyle has passed 6 licensing exams: the Series 63, Series 6, Series 7, Series 65, Series 24 and SIE. The earliest, the Series 63, was passed in January 1994.

Source: IAPD individual record, checked 17 October 2026

Where did Wilson Hoyle work before Capfinancial Partners?

Before Capfinancial Partners, Wilson Hoyle was registered through Wachovia Securities Financial Network, LLC, June 2002 to October 2003; Captrust Financial Advisors, September 1997 to June 2002.

Source: IAPD individual record, checked 17 October 2026

Where is Wilson Hoyle based?

Wilson Hoyle’s registered office is in Raleigh, NC.

Source: IAPD individual record, checked 17 October 2026

Leadership at Capfinancial Partners

Sources

  1. IAPD individual record, CRD 2444392. 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 Wilson Hoyle or Capfinancial Partners, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.