# FINTRUST CAPITAL ADVISORS, LLC

FINTRUST CAPITAL ADVISORS, LLC of GREENVILLE, SC is an SEC-registered investment adviser.

## Registration

- CRD: 145460
- Type: SEC-registered investment adviser
- SEC file number: 801-68568
- Location: 124 VERDAE BLVD., SUITE 504, GREENVILLE, SC, 29607
- Phone: 864-288-2849
- Latest filing: 2024-04-08
- Regulatory AUM: $1.7B
- Discretionary AUM: $1.4B
- Non-discretionary AUM: $353.9M
- Clients: 35
- Accounts: 1,968

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| GILLESPIE ALLEN RAY | PRESIDENT | — |
| PHILLIPS VALERIE SUE | CHIEF COMPLIANCE OFFICER | — |
| BRICE PHILIP HAMILTON | CHIEF OPERATING OFFICER; CO-CEO; MEMBER | — |
| SHERIDAN RICHARD PATRICK | CHIEF EXECUTIVE OFFICER; CO-CEO; MANAGING MEMBER (+2 more) | — |
| BOZMAN JAMES HARVEY | MEMBER; PRINCIPAL | — |
| JENSEN VALERIE SUE | CHIEF COMPLIANCE OFFICER | — |
| LEWIS MICHAEL ERIC | CHIEF FINANCIAL OFFICER; CHIEF OPERATING OFFICER; CHIEF OPERATIONS OFFICER | — |
| SMITHEY VALERIE SUE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145460/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145460/similar
- Related entities: https://search.stillhousedata.com/firm/145460/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145460

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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.