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RIA / WealthAdvisor12 years in industrynot currently registered

AARON JOSEPH ANSON

Advisor at CAPTRUST

Leawood, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7e4cfca4-b3be-a08d-123d-4797c9ffe702

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 2
On other graphs: 1
Observed: Dec 23, 2013 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Aaron Joseph Anson

same person, same CRD on Schedule A · confidence 95% · family precision 100%

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: Nov 1, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1
Current registrations: 1
Registered states: 2
Exams: S65
First exam: Dec 23, 2013
First registration: Dec 23, 2013
Dual registered: no
IAPD individual key: 5485928

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	Aug 19, 2022	n/a	yes	Leawood, KS	Current employment
FRONTIER WEALTH MANAGEMENT, LLC	Former SEC adviser	Dec 23, 2013	Oct 21, 2022	no	LEAWOOD, KS	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
FRONTIER WEALTH MANAGEMENT, LLC	Captrust	Oct 21, 2022	Aug 19, 2022	-63	Firm change after gap	Other

Team moves

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

Team	Left	Joined	From	Kind
144344:175112:KS:2022-10-21	Oct 21, 2022	Aug 19, 2022	LEAWOOD, KS	Firm change after gap

Relationships

Registered with (2)

→ CAPTRUSTRegistered adviserregistration: current employment
Aug 19, 2022 to presentfactForm ADV
→ FRONTIER WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 23, 2013 to Oct 21, 2022factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Oct 21, 2022
Advisor changed firm
Aaron Joseph Anson left Frontier Wealth Management, Llc for Captrust (registered 2022-08-19)
Form ADVobserved 5 days ago

Show 1 bookkeeping events

First seen by DFX
Sep 18, 2026
date not stated
Aaron Joseph Anson no longer holds an investment adviser registration (last listed at Captrust on the 2026-09-17 feed)

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7e4cfca4-b3be-a08d-123d-4797c9ffe702
First observed: Dec 23, 2013
Last observed: Sep 14, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AARON JOSEPH ANSON

Advisor at CAPTRUST

Leawood, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7e4cfca4-b3be-a08d-123d-4797c9ffe702

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:39 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

Captrust

Institutional manager

Aug 19, 2022

n/a

yes

Leawood, KS

Current employment

FRONTIER WEALTH MANAGEMENT, LLC

Former SEC adviser

Dec 23, 2013

Oct 21, 2022

LEAWOOD, KS

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

FRONTIER WEALTH MANAGEMENT, LLC

Captrust

Oct 21, 2022

Aug 19, 2022

-63

Firm change after gap

Other

Team

Left

Joined

From

Kind

144344:175112:KS:2022-10-21

Oct 21, 2022

Aug 19, 2022

LEAWOOD, KS

Firm change after gap