# CAPFINANCIAL PARTNERS, LLC

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

## Registration

- CRD: 175112
- Type: SEC-registered investment adviser
- SEC file number: 801-62193
- Location: 4208 SIX FORKS RD, SUITE 1700, RALEIGH, NC, 27609
- Phone: 919-870-6822
- Latest filing: 2026-05-27
- Regulatory AUM: $1.2T
- Discretionary AUM: $320.2B
- Non-discretionary AUM: $916.5B
- Clients: 1,841
- Accounts: 146,777

## 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._

| Name | Role | Location |
| --- | --- | --- |
| Denise McGee Buchanan | SENIOR DIRECTOR, COMPLIANCE | RALEIGH, NC |
| James Burr | BOARD OF MANAGERS | Washington, DC |
| MICHAEL S HOLLANDER | BOARD OF MANAGERS | CHICAGO, IL |
| John Christopher Redett | BOARD OF MANAGERS | — |
| Collin Edward Roche | BOARD OF MANAGERS | — |
| James Fielding Miller | BOARD OF MANAGERS; CHIEF EXECUTIVE OFFICER; DIRECTOR | — |
| Wilson Smith Hoyle | BOARD OF MANAGERS; MANAGING DIRECTOR | — |
| Benjamin Stuart Goldstein | BOARD OF MANAGERS; PRESIDENT | — |
| Derick Don Shoff | MANAGING DIRECTOR | — |
| Robert G Solomon | BOARD OF MANAGERS | — |
| Scott Thomas Matheson | MANAGING DIRECTOR | — |
| Christina Markell-Balleza | BOARD OF MANAGERS; MANAGING DIRECTOR, GENERAL COUNSEL | San Antonio, TX |
| Jonathan Seth Meyer | CHIEF TECHNOLOGY OFFICER | — |
| Mark John Francher | CHIEF HUMAN RESOURCES OFFICER | — |
| Michael James Vogelzang | MANAGING DIRECTOR, CHIEF INVESTMENT OFFICER | — |
| Robert A Miller | CHIEF FINANCIAL OFFICER | — |
| Dasha Marie Smith | BOARD OF MANAGERS | — |
| Mark Sanford Wilson | BOARD OF MANAGERS | — |
| Edward Virgil Welch | MANAGING DIRECTOR | — |
| Ann Leddy | CHIEF COMPLIANCE OFFICER | — |
| Kalen James Mcconnell | BOARD OF MANAGERS | — |
| Karen Olivia Denise | SENIOR DIRECTOR | — |
| Margaret A Jarocki | SENIOR DIRECTOR | — |
| John David Curry | CHIEF MARKETING OFFICER | — |
| MILLER KATHLEEN A | CFO; CHIEF FINANCIAL OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/175112/brochure
- Similar advisers: https://search.stillhousedata.com/firm/175112/similar
- Related entities: https://search.stillhousedata.com/firm/175112/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/175112

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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.