# CAPFINANCIAL PARTNERS, LLC

CAPFINANCIAL PARTNERS, LLC of RALEIGH, NC is an SEC-registered investment adviser.

## Registration

- CRD: 126291
- Type: SEC-registered investment adviser
- SEC file number: 801-62193
- Location: 4208 SIX FORKS ROAD, SUITE 1700, RALEIGH, NC, 27609
- Phone: 919-870-6822
- Latest filing: 2014-10-30
- Regulatory AUM: $116.2B
- Discretionary AUM: $3.6B
- Non-discretionary AUM: $112.6B
- Clients: 310
- Accounts: 3,646

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| PERKINS DAVID BRIEN | MANAGING PARTNER; OWNER; SHAREHOLDER | — |
| MILLER JAMES FIELDING | MANAGER, CEO; MANAGING PARTNER/CEO; OWNER | — |
| BUCHANAN DENISE MCGEE | CCO/MUNI PRINCIPAL/SENIOR DIRECTOR/FINOP; CHIEF COMPLIANCE OFFICER/FINOP; CHIEF COMPLIANCE OFFICER/FINOP/MUNI PRINCIPAL (+1 more) | — |
| BERNHARDT RICHMOND GILBERT III | SVP | — |
| STROTHER MICHAEL DAVID | CFO/CHIEF COMPLIANCE OFFICER; CFO/CHIEF COMPLIANCE OFFICER/FINOP; FINOP | — |
| DALRYMPLE EDWIN ARCHIBALD JR | GENERAL SECURITIES PRINCIPAL; GENERAL SECURITIES PRINCIPAL, MUNICIPAL PRINCIPAL; MANAGING PRINCIPAL (+1 more) | — |
| APPLEBY JOHN EDMUND RUSSELL | MANAGING DIRECTOR, PROJECT MGT & ACQUISITIONS; MANAGING DIRECTOR, PROJECT MGT & ACQUISITIONS/CROP/SROP; VP (+1 more) | — |
| MCCULLOUGH BONNIE ANNETTE | CFO/DIRECTOR OF FINANCE; DIRECTOR OF FINANCE | — |
| DIXON CONSTANCE LYNN | FINOP; FINOP/DIRECTOR OF FINANCE; MANAGING DIRECTOR, FINOP | — |
| SALLEE PATRICK STEVEN | CROP/SROP; CROP/SROP/FINOP; FINOP/CROP/SROP | — |
| GOLDSTEIN BENJAMIN STUART | MANAGING DIRECTOR, BUSINESS OPERATIONS GROUP | — |
| HOYLE WILSON SMITH III | MANAGING DIRECTOR, ADVISOR SUPPORT GROUP | — |
| FREEDMAN ERIC JAMES | MANAGING DIRECTOR, CONSULTING RESEARCH GROUP | — |
| SHOFF DERICK DON | MANAGING DIRECTOR, ADVISOR SUPPORT GROUP | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/126291/brochure
- Similar advisers: https://search.stillhousedata.com/firm/126291/similar
- Related entities: https://search.stillhousedata.com/firm/126291/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/126291

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.