CAPFINANCIAL PARTNERS, LLC

CAPFINANCIAL PARTNERS, LLC of RALEIGH, NC is an SEC-registered investment adviser (CRD 175112). Regulatory assets under management: $1.2T.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations, Investment cos.

Officers, owners & control persons (55)

Showing 25 of 55 people.

NameRoleLocation
Denise McGee BuchananSENIOR DIRECTOR, COMPLIANCERALEIGH, NC
James BurrBOARD OF MANAGERSWashington, DC
MICHAEL S HOLLANDERBOARD OF MANAGERSCHICAGO, IL
John Christopher RedettBOARD OF MANAGERS
Collin Edward RocheBOARD OF MANAGERS
James Fielding MillerBOARD OF MANAGERS; CHIEF EXECUTIVE OFFICER; DIRECTOR
Wilson Smith HoyleBOARD OF MANAGERS; MANAGING DIRECTOR
Benjamin Stuart GoldsteinBOARD OF MANAGERS; PRESIDENT
Derick Don ShoffMANAGING DIRECTOR
Robert G SolomonBOARD OF MANAGERS
Scott Thomas MathesonMANAGING DIRECTOR
Christina Markell-BallezaBOARD OF MANAGERS; MANAGING DIRECTOR, GENERAL COUNSELSan Antonio, TX
Jonathan Seth MeyerCHIEF TECHNOLOGY OFFICER
Mark John FrancherCHIEF HUMAN RESOURCES OFFICER
Michael James VogelzangMANAGING DIRECTOR, CHIEF INVESTMENT OFFICER
Robert A MillerCHIEF FINANCIAL OFFICER
Dasha Marie SmithBOARD OF MANAGERS
Mark Sanford WilsonBOARD OF MANAGERS
Edward Virgil WelchMANAGING DIRECTOR
Ann LeddyCHIEF COMPLIANCE OFFICER
Kalen James McconnellBOARD OF MANAGERS
Karen Olivia DeniseSENIOR DIRECTOR
Margaret A JarockiSENIOR DIRECTOR
John David CurryCHIEF MARKETING OFFICER
MILLER KATHLEEN ACFO; CHIEF FINANCIAL OFFICER

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