{"url":"https://nivawealth.com/firms/capfinancial-partners-175112","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/175112","regulatoryAum":1236704853633,"crd":"175112","secFileNumber":"801-62193","legalName":"Capfinancial Partners, LLC","displayName":"Capfinancial Partners","website":null,"linkedinUrl":"https://www.linkedin.com/company/captrust","founded":null,"organization":"North Carolina limited liability company","fiscalYearEnd":"December","headquarters":{"street":"4208 Six Forks RD, Suite 1700","city":"Raleigh","state":"NC","stateName":"North Carolina","country":"United States","postalCode":"27609"},"tradeNames":["1776 Advisor Group","Captrust","Captrust Financial Advisors","Compass Advisory Group LLC","Family Office Risk Advisors","Long Island Wealth Management","Strategic Advisor Group","Triange Retirement Solutions"],"registration":{"secApproved":"11 July 2003","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":1841,"advisory":885,"brokerDealerReps":422,"insuranceAgents":181,"promoters":25},"aum":{"discretionary":320175961012,"discretionaryAccounts":128474,"nonDiscretionary":916528892621,"nonDiscretionaryAccounts":18303,"wrapProgram":8309390183,"nonUsClientsPct":1,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":19698,"regulatoryAum":6609218504},{"label":"High-net-worth individuals","clients":18154,"regulatoryAum":89355583796},{"label":"Pooled investment vehicles","clients":17,"regulatoryAum":224431228},{"label":"Pension and profit-sharing plans","clients":3523,"regulatoryAum":1071600410597},{"label":"Charitable organizations","clients":232,"regulatoryAum":25076916036},{"label":"State or municipal government entities","clients":49,"regulatoryAum":36546135626},{"label":"Insurance companies","clients":10,"regulatoryAum":1382914861},{"label":"Corporations and other businesses","clients":67,"regulatoryAum":5909242985}],"fees":[],"feeNotes":[],"custodians":[],"custodyNote":"Capfinancial Partners has custody of client assets.","otherCustodians":[],"leadership":[{"name":"James Miller","title":"Chief Executive Officer","crd":"1587301"},{"name":"Benjamin Goldstein","title":"President","crd":"1613111"},{"name":"Robert Miller","title":"Chief Financial Officer","crd":"4676260"},{"name":"Ann Leddy","title":"Chief Compliance Officer","crd":"5024384"},{"name":"Karen Denise","title":"Senior Director","crd":"4391986"},{"name":"Wilson Hoyle","title":"Managing Director","crd":"2444392"},{"name":"Christina Markell-Balleza","title":"Managing Director, General Counsel","crd":"5993913"},{"name":"Scott Matheson","title":"Managing Director","crd":"4992054"},{"name":"Jonathan Meyer","title":"Chief Technology Officer","crd":"6635770"},{"name":"Andrew Raggio","title":"Senior Director, Head of Trading","crd":"2674271"},{"name":"Katelyn Sampson","title":"Chief Human Resources Officer","crd":"8281776"},{"name":"Derick Shoff","title":"Managing Director","crd":"1140640"},{"name":"Michael Vogelzang","title":"Managing Director, Chief Investment Officer","crd":"2186136"},{"name":"Edward Welch","title":"Managing Director","crd":"1290275"},{"name":"Michael Wunderli","title":"Managing Director","crd":"4706825"}],"ownership":[{"label":"The Capfinancial Group, LLC","detail":"Member in the 75% or more ownership band and a control person, since May 2015."},{"label":"James Miller","detail":"Indirect owner: a director of Capfinancial Holdings, Inc. in the 25% to 50% band and a control person, since May 2015. 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They include 19,698 other individuals, 18,154 high-net-worth individuals and 3,523 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 30 September 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Capfinancial Partners offer?","answer":"Capfinancial Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Capfinancial Partners have?","answer":"Capfinancial Partners has 885 investment adviser representatives registered with state securities authorities, out of 1,841 employees, and 885 perform investment advisory functions. 422 are registered representatives of a broker-dealer and 181 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Capfinancial Partners invest in?","answer":"At the end of its last fiscal year, Capfinancial Partners’ separately managed accounts held 48% registered funds (mutual funds, ETFs, BDCs), 18% insurance contracts such as general account, group annuity, insurance separate accounts, variable contracts., 17% pooled vehicles (private funds and similar), 14% exchange-traded equities and 3% cash and equivalents. 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}