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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultantdual registered (broker-dealer)18 years in industry

Brian Stewart

Advisor at CAPTRUST

Alexandria, VA

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Search this name across graphsid dfx:ria:b11a65f3-c5a0-3fd6-ec80-9e9b11c3ecc0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 4:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Oct 22, 2007 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: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S66
First exam: Oct 19, 2007
First registration: Oct 22, 2007
Dual registered: yes, broker-dealer
Other names: BRIAN KEITH STEWART
IAPD individual key: 5016793

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	Dec 20, 2024	n/a	yes	Alexandria, VA	Current employment
CAMPBELL WEALTH MANAGEMENT, INC.	Former SEC adviser	Jun 3, 2024	Mar 28, 2025	no	ALEXANDRIA, VA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	May 23, 2020	Jan 9, 2024	no	Tysons Corner, VA\|Temple Terrace, FL\|Alexandria, VA	Previous registration
USAA INVESTMENT SERVICES COMPANY	No RAUM reported	Jan 8, 2018	May 24, 2020	no	SAN ANTONIO, TX\|FALLS CHURCH, VA	Previous registration
USAA FINANCIAL PLANNING SERVICES	Former SEC adviser	Aug 4, 2014	Jan 8, 2018	no	VIENNA, VA	Previous registration
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	No RAUM reported	Aug 15, 2008	Mar 25, 2014	no	RICHMOND, VA\|RICHMOND, VA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Oct 22, 2007	Jul 10, 2008	no	RICHMOND, VA	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
CAMPBELL WEALTH MANAGEMENT, INC.	Captrust	Mar 28, 2025	Dec 20, 2024	-98	Firm change after gap	Other
CHARLES SCHWAB & CO., INC.	CAMPBELL WEALTH MANAGEMENT, INC.	Jan 9, 2024	Jun 3, 2024	146	Firm change	Ibd to RIA
USAA INVESTMENT SERVICES COMPANY	CHARLES SCHWAB & CO., INC.	May 24, 2020	May 23, 2020	-1	Bulk transfer	Ibd to ibd
USAA FINANCIAL PLANNING SERVICES	USAA INVESTMENT SERVICES COMPANY	Jan 8, 2018	Jan 8, 2018	0	Bulk transfer	Other
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	USAA FINANCIAL PLANNING SERVICES	Mar 25, 2014	Aug 4, 2014	132	Firm change	Other
WELLS FARGO ADVISORS	NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	Jul 10, 2008	Aug 15, 2008	36	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
152956:175112:VA:2025-03-28	Mar 28, 2025	Dec 20, 2024	ALEXANDRIA, VA	Firm change after gap

Relationships

Registered with (7)

→ CAPTRUSTRegistered adviserregistration: current employment
Dec 20, 2024 to presentfactForm ADV
→ CAMPBELL WEALTH MANAGEMENT, INC.Registered adviserregistration: previous registration
Jun 3, 2024 to Mar 28, 2025factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
May 23, 2020 to Jan 9, 2024factForm ADV
→ USAA INVESTMENT SERVICES COMPANYRegistered adviserregistration: previous registration
Jan 8, 2018 to May 24, 2020factForm ADV
→ USAA FINANCIAL PLANNING SERVICESRegistered adviserregistration: previous registration
Aug 4, 2014 to Jan 8, 2018factForm ADV
→ NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviserregistration: previous registration
Aug 15, 2008 to Mar 25, 2014factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Oct 22, 2007 to Jul 10, 2008factForm ADV

Dated events

Occurred
Mar 28, 2025
Advisor changed firm
Brian Stewart left Campbell Wealth Management, Inc. for Captrust (registered 2024-12-20)
Form ADVobserved 6 days ago
Occurred
Jan 9, 2024
Advisor changed firm
Brian Stewart left Charles Schwab & Co., Inc. for Campbell Wealth Management, Inc. (registered 2024-06-03)
Form ADVobserved 6 days ago