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RIA / WealthAdvisorCertified Financial Planner18 years in industry

BRIAN WESLEY KOFOED

Advisor at CAPTRUST

Las Vegas, NV

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Search this name across graphsid dfx:ria:7a20ab52-2e8f-b81d-a5da-0e1764ba66f4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Feb 4, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CAPTRUST
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 19, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66|S63
First exam: Oct 19, 2007
First registration: Feb 4, 2009
Dual registered: no
IAPD individual key: 5396942

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Captrust	Institutional manager	Feb 24, 2026	n/a	yes	Las Vegas, NV	Current employment
ALPHA CUBED INVESTMENTS, LLC	Former SEC adviser	Jun 11, 2024	Apr 30, 2026	no	COSTA MESA, CA	Previous registration
ARISTA WEALTH MANAGEMENT, LLC	Independent wealth	Apr 4, 2024	May 28, 2024	no	LAS VEGAS, NV	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Sep 26, 2023	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Jul 8, 2011	Jul 13, 2018	no	SALT LAKE CITY, UT\|SACRAMENTO, CA	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Sep 1, 2009	Jun 30, 2011	no	ARLINGTON, VA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	Feb 4, 2009	Aug 26, 2009	no	SALT LAKE CITY, UT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ALPHA CUBED INVESTMENTS, LLC	Captrust	Apr 30, 2026	Feb 24, 2026	-65	Firm change after gap	Other
ARISTA WEALTH MANAGEMENT, LLC	ALPHA CUBED INVESTMENTS, LLC	May 28, 2024	Jun 11, 2024	14	Firm change	RIA to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	ARISTA WEALTH MANAGEMENT, LLC	Sep 26, 2023	Apr 4, 2024	191	Firm change	Ibd to RIA
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm
E*TRADE CAPITAL MANAGEMENT, LLC	STRATEGIC ADVISERS LLC	Jun 30, 2011	Jul 8, 2011	8	Firm change	Other
STRATEGIC ADVISERS LLC	E*TRADE CAPITAL MANAGEMENT, LLC	Aug 26, 2009	Sep 1, 2009	6	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
159347:175112:CA:2026-04-30	Apr 30, 2026	Feb 24, 2026	COSTA MESA, CA	Firm change after gap

Relationships

Registered with (6)

→ CAPTRUSTRegistered adviserregistration: current employment
Feb 24, 2026 to presentfactForm ADV
→ ALPHA CUBED INVESTMENTS, LLCRegistered adviserregistration: previous registration
Jun 11, 2024 to Apr 30, 2026factForm ADV
→ ARISTA WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 4, 2024 to May 28, 2024factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Sep 26, 2023factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
Jul 8, 2011 to Jul 13, 2018factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 1, 2009 to Jun 30, 2011factForm ADV

Dated events

Occurred
Apr 30, 2026
Advisor changed firm
Brian Wesley Kofoed left Alpha Cubed Investments, Llc for Captrust (registered 2026-02-24)
Form ADVobserved 5 days ago
Occurred
May 28, 2024
Advisor changed firm
Brian Wesley Kofoed left Arista Wealth Management, Llc for Alpha Cubed Investments, Llc (registered 2024-06-11)
Form ADVobserved 5 days ago
Occurred
Sep 26, 2023
Advisor changed firm
Brian Wesley Kofoed left Fidelity Personal And Workplace Advisors for Arista Wealth Management, Llc (registered 2024-04-04)
Form ADVobserved 5 days ago