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RIA / WealthAdvisor31 years in industry

KARL JOSEPH EGGERSS

Advisor at CAPTRUST

Boeme, TX

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:85751709-4965-5b60-1284-2bbe8cdb2cac

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 1
Observed: Aug 2, 2006 to Sep 14, 2026

Across DFX

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

Private Equityidentity

Karl Joseph Eggerss

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: Jul 12, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jul 12, 1995
First registration: Aug 2, 2006
Dual registered: no
IAPD individual key: 2634722

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	Oct 18, 2021	n/a	yes	Boeme, TX	Current employment
Covenant	Former SEC adviser	Jun 7, 2019	Nov 24, 2021	no	Boerne, TX	Previous registration
EGGERSS CAPITAL MANAGEMENT	Former SEC adviser	Feb 12, 2010	Dec 20, 2019	no	BOERNE, TX	Previous registration
DANIEL FRISHBERG FINANCIAL SERVICES, INC.	n/a	Aug 2, 2006	Jan 4, 2010	no	SAN ANTONIO, TX	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
Covenant	Captrust	Nov 24, 2021	Oct 18, 2021	-37	Firm change after gap	Other
EGGERSS CAPITAL MANAGEMENT	Covenant	Dec 20, 2019	Jun 7, 2019	-196	Firm change after gap	RIA to RIA
DANIEL FRISHBERG FINANCIAL SERVICES, INC.	EGGERSS CAPITAL MANAGEMENT	Jan 4, 2010	Feb 12, 2010	39	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
152651:175112:TX:2021-11-24	Nov 24, 2021	Oct 18, 2021	BOERNE, TX	Firm change after gap
152890:152651:TX:2019-12-20	Dec 20, 2019	Jun 7, 2019	BOERNE, TX	Firm change after gap

Relationships

Registered with (4)

→ CAPTRUSTRegistered adviserregistration: current employment
Oct 18, 2021 to presentfactForm ADV
→ COVENANTRegistered adviserregistration: previous registration
Jun 7, 2019 to Nov 24, 2021factForm ADV
→ EGGERSS CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Feb 12, 2010 to Dec 20, 2019factForm ADV
→ DANIEL FRISHBERG FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Aug 2, 2006 to Jan 4, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:85751709-4965-5b60-1284-2bbe8cdb2cac
First observed: Aug 2, 2006
Last observed: Sep 14, 2026 7 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.

KARL JOSEPH EGGERSS

Advisor at CAPTRUST

Boeme, TX

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:85751709-4965-5b60-1284-2bbe8cdb2cac

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:53 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

Captrust

Institutional manager

Oct 18, 2021

n/a

yes

Boeme, TX

Current employment

Covenant

Former SEC adviser

Jun 7, 2019

Nov 24, 2021

Boerne, TX

Previous registration

EGGERSS CAPITAL MANAGEMENT

Former SEC adviser

Feb 12, 2010

Dec 20, 2019

BOERNE, TX

Previous registration

DANIEL FRISHBERG FINANCIAL SERVICES, INC.

n/a

Aug 2, 2006

Jan 4, 2010

SAN ANTONIO, TX

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

Covenant

Captrust

Nov 24, 2021

Oct 18, 2021

-37

Firm change after gap

Other

EGGERSS CAPITAL MANAGEMENT

Covenant

Dec 20, 2019

Jun 7, 2019

-196

Firm change after gap

RIA to RIA

DANIEL FRISHBERG FINANCIAL SERVICES, INC.

EGGERSS CAPITAL MANAGEMENT

Jan 4, 2010

Feb 12, 2010

Firm change

Other

Team

Left

Joined

From

Kind

152651:175112:TX:2021-11-24

Nov 24, 2021

Oct 18, 2021

BOERNE, TX

Firm change after gap

152890:152651:TX:2019-12-20

Dec 20, 2019

Jun 7, 2019

BOERNE, TX

Firm change after gap