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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

CAPTRUST WEALTH ADVISORS

WELL DONE, LLC, CRD 173736

HOLLAND, MI

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:c2e36a2d-ef11-a4b5-067e-62c0aeddadc0

Data as of Aug 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 27
Dated events: 7
On other graphs: 0
Observed: Nov 26, 2014 to Aug 28, 2026
37 observations

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

Firm class: independent wealth managerderivedprivate_client_share=0.8 fund_share=0.0 institutional_share=0.11 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $2.0BItem 5.F on the latest filing (2026-08-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $2.0B
Private client RAUM: $1.6BderivedItem 5.D individuals plus high net worth individuals
Private client share: 80%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 19
RAUM per advisor: $105Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 26
Advisory employees: 20
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 2,988
Individual clients: 497
High net worth clients: 366
SEC number: 801-80687
CIK: 1667132
CRD: 173736
Filings on the tape: 37
First filed: Nov 26, 2014
Latest filed: Aug 28, 2026
Organised: Limited Liability Company, MI
Website: ctwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
KRISTINE LEE PATTISON	n/a	HOLLAND, MI	11	33	1	no
BRIAN LEE VANDENBRINK	n/a	HOLLAND, MI	11	24	1	no
JASON LEE KOOYER	n/a	HOLLAND, MI	11	24	1	no
SHAWN DENNIS PACANOWSKI	n/a	HOLLAND, MI	11	21	1	no
SHANON JEAN TATE	n/a	HOLLAND, MI	11	20	1	no
BRENDON BRUCE JOHNSON	n/a	HOLLAND, MI	11	17	2	no
CALVIN CHRISTOPHER CHANSKI	Certified Financial Planner	HOLLAND, MI	11	14	1	no
BRYAN PAUL LINN	n/a	HOLLAND, MI	11	15	1	no
RHONDA GRACE CARTER	n/a	HOLLAND, MI	11	13	1	no
SCOTT JONATHAN DEMAAGD	Certified Financial Planner	HOLLAND, MI	11	11	n/a	no
JASON RAY BRUXVOORT	n/a	HOLLAND, MI	10	19	3	no
RONALD JOSHUA PRICE	Certified Financial Planner	HOLLAND, MI	8	14	n/a	no
Lauren Elizabeth Truer	n/a	HOLLAND, MI	6	11	n/a	no
Benjamin Craig Anderson	Certified Financial Planner	HOLLAND, MI	5	10	n/a	no
Jonathan F Klett	Certified Financial Planner	HOLLAND, MI	5	9	n/a	no
Samuel Straton Starks	n/a	HOLLAND, MI	4	10	n/a	no
Jonas Benjamin Rees	n/a	HOLLAND, MI	3	12	n/a	no
Ashley Lauren Ketchum	n/a	HOLLAND, MI	3	14	n/a	no
RYAN WESLEY TYLER	n/a	HOLLAND, MI	1	19	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CARTER, RHONDA, GRACE	MANAGING MEMBER / CHIEF COMPLIANCE OFFICER	A	yes	06/2021	Aug 28, 2026	Aug 28, 2026
DEMAAGD, SCOTT, JONATHAN	CHIEF INVESTMENT OFFICER	Na	yes	01/2021	Aug 28, 2026	Aug 28, 2026
JOHNSON, BRENDON, BRUCE	MANAGING MEMBER	B	yes	06/2021	Aug 28, 2026	Aug 28, 2026
LINN, BRYAN, PAUL	MANAGING MEMBER / CHIEF OPERATIONS OFFICER / CHIEF FINANCIAL OFFICER	B	yes	06/2021	Aug 28, 2026	Aug 28, 2026
PACANOWSKI, SHAWN, DENNIS	MANAGING MEMBER / DIRECTOR OF ADVISORY SERVICES	B	yes	06/2021	Aug 28, 2026	Aug 28, 2026
VANDENBRINK, BRIAN, LEE	MANAGING MEMBER / CHIEF EXECUTIVE OFFICER	C	yes	06/2021	Aug 28, 2026	Aug 28, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 20, 2026	$2.0B	$2.0B	26	20	0	n/a	n/a
2024	Feb 28, 2025	$1.9B	$1.9B	26	20	0	n/a	n/a
2023	Feb 12, 2024	$1.7B	$1.7B	26	21	0	n/a	n/a
2022	Mar 7, 2023	$1.5B	$1.5B	24	20	0	n/a	n/a
2021	Mar 17, 2022	$1.7B	$1.7B	23	18	0	n/a	n/a
2020	Feb 22, 2021	$1.5B	$1.5B	21	17	0	n/a	n/a
2019	Feb 29, 2020	$1.4B	$1.4B	21	18	0	n/a	n/a
2018	Mar 11, 2019	$1.0B	$1.0B	18	16	0	n/a	n/a
2017	Mar 30, 2018	$991M	$991M	18	16	0	n/a	n/a
2016	Mar 17, 2017	$872M	$872M	15	14	n/a	n/a	n/a
2015	Feb 12, 2016	$888M	$888M	16	13	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$2.0B	$1.9B	6.0%	$1.5B	9.7%	26	26	1	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WELLS FARGO ADVISORS	10	Apr 1, 2015	Jan 1, 2025	HOLLAND, MI	Team lift out	Wirehouse to new firm	0.9%

Relationships

Registered with (20)

← RYAN WESLEY TYLERAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← Ashley Lauren KetchumAdvisorregistration: current employment
Aug 28, 2023 to presentfactForm ADV
← Jonas Benjamin ReesAdvisorregistration: current employment
Oct 31, 2022 to presentfactForm ADV
← Samuel Straton StarksAdvisorregistration: current employment
Apr 13, 2022 to presentfactForm ADV
← Jonathan F KlettAdvisorregistration: current employment
Apr 29, 2021 to presentfactForm ADV
← Benjamin Craig AndersonAdvisorregistration: current employment
Oct 15, 2020 to presentfactForm ADV
← Lauren Elizabeth TruerAdvisorregistration: current employment
Nov 18, 2019 to presentfactForm ADV
← RONALD JOSHUA PRICEAdvisorregistration: current employment
Feb 2, 2018 to presentfactForm ADV
← JASON RAY BRUXVOORTAdvisorregistration: current employment
Jul 29, 2016 to presentfactForm ADV
← SCOTT JONATHAN DEMAAGDAdvisorregistration: current employment
Sep 14, 2015 to presentfactForm ADV
← BRIAN LEE VANDENBRINKAdvisorregistration: current employment
May 13, 2015 to presentfactForm ADV
← JASON LEE KOOYERAdvisorregistration: current employment
May 13, 2015 to presentfactForm ADV
← SHAWN DENNIS PACANOWSKIAdvisorregistration: current employment
May 13, 2015 to presentfactForm ADV
← SHANON JEAN TATEAdvisorregistration: current employment
May 13, 2015 to presentfactForm ADV
← BRENDON BRUCE JOHNSONAdvisorregistration: current employment
May 13, 2015 to presentfactForm ADV
← CALVIN CHRISTOPHER CHANSKIAdvisorregistration: current employment
May 13, 2015 to presentfactForm ADV
← BRYAN PAUL LINNAdvisorregistration: current employment
May 13, 2015 to presentfactForm ADV
← RHONDA GRACE CARTERAdvisorregistration: current employment
May 13, 2015 to presentfactForm ADV
← KRISTINE LEE PATTISONAdvisorregistration: current employment
May 12, 2015 to presentfactForm ADV
← Wade Robert HoagAdvisorregistration: previous registration
Dec 9, 2019 to Jun 2, 2020factForm ADV

Moved with (1)

← WELLS FARGO ADVISORSRegistered adviser10 advisors, team lift out
Apr 1, 2015 to Jan 1, 2025factForm ADV

Controls (6)

← VANDENBRINK, BRIAN, LEEOwnerMANAGING MEMBER / CHIEF EXECUTIVE OFFICER, ownership code C, individual
Nov 26, 2014 to Feb 12, 2024factForm ADV
← PACANOWSKI, SHAWN, DENNISOwnerMANAGING MEMBER / DIRECTOR OF ADVISORY SERVICES, ownership code B, individual
Jun 30, 2021 to Feb 12, 2024factForm ADV
← JOHNSON, BRENDON, BRUCEOwnerMANAGING MEMBER, ownership code B, individual
Jun 30, 2021 to Feb 12, 2024factForm ADV
← LINN, BRYAN, PAULOwnerMANAGING MEMBER / CHIEF OPERATIONS OFFICER / CHIEF FINANCIAL OFFICER, ownership code B, individual
May 12, 2017 to Feb 12, 2024factForm ADV
← CARTER, RHONDA, GRACEOwnerMANAGING MEMBER / CHIEF COMPLIANCE OFFICER, ownership code A, individual
Apr 23, 2016 to Feb 12, 2024factForm ADV
← DEMAAGD, SCOTT, JONATHANOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Jan 29, 2021 to Feb 12, 2024factForm ADV

Dated events

Occurred
Jun 30, 2021
Control person left
Hilbert Bruce Johnson (Managing Member / Chief Executive Officer) no longer on Schedule A of Captrust Wealth Advisors (listed 2021-02-22, absent 2021-06-30)
Form ADVobserved 4 days ago
Occurred
Jun 30, 2021
Control person left
Alan Dirk Zwiep (Member) no longer on Schedule A of Captrust Wealth Advisors (listed 2021-02-22, absent 2021-06-30)
Form ADVobserved 4 days ago
Occurred
Jun 30, 2021
Control person joined
Dennis Shawn Pacanowski (Managing Member / Director Of Advisory Services) appeared on Schedule A of Captrust Wealth Advisors
Form ADVobserved 4 days ago
Occurred
Jun 30, 2021
Control person joined
Bruce Brendon Johnson (Managing Member) appeared on Schedule A of Captrust Wealth Advisors
Form ADVobserved 4 days ago
Occurred
Jan 29, 2021
Control person joined
Jonathan Scott Demaagd (Chief Investment Officer) appeared on Schedule A of Captrust Wealth Advisors
Form ADVobserved 4 days ago
Occurred
Feb 29, 2020
Regulatory AUM changed
Captrust Wealth Advisors reported RAUM $1.4B, up 40% from $1.0B (2019-11-07 to 2020-02-29)
Form ADVobserved 4 days ago
$413M
Occurred
Nov 26, 2014
First Form ADV filing
Captrust Financial Advisors filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c2e36a2d-ef11-a4b5-067e-62c0aeddadc0
First observed: Nov 26, 2014
Last observed: Aug 28, 2026 22 days ago
Source families: Federal regulator filings
3 registered feeds 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.

CAPTRUST WEALTH ADVISORS

WELL DONE, LLC, CRD 173736

HOLLAND, MI

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:c2e36a2d-ef11-a4b5-067e-62c0aeddadc0

Data as of Aug 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:59 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KRISTINE LEE PATTISON

n/a

HOLLAND, MI

BRIAN LEE VANDENBRINK

n/a

HOLLAND, MI

JASON LEE KOOYER

n/a

HOLLAND, MI

SHAWN DENNIS PACANOWSKI

n/a

HOLLAND, MI

SHANON JEAN TATE

n/a

HOLLAND, MI

BRENDON BRUCE JOHNSON

n/a

HOLLAND, MI

CALVIN CHRISTOPHER CHANSKI

Certified Financial Planner

HOLLAND, MI

BRYAN PAUL LINN

n/a

HOLLAND, MI

RHONDA GRACE CARTER

n/a

HOLLAND, MI

SCOTT JONATHAN DEMAAGD

Certified Financial Planner

HOLLAND, MI

n/a

JASON RAY BRUXVOORT

n/a

HOLLAND, MI

RONALD JOSHUA PRICE

Certified Financial Planner

HOLLAND, MI

n/a

Lauren Elizabeth Truer

n/a

HOLLAND, MI

n/a

Benjamin Craig Anderson

Certified Financial Planner

HOLLAND, MI

n/a

Jonathan F Klett

Certified Financial Planner

HOLLAND, MI

n/a

Samuel Straton Starks

n/a

HOLLAND, MI

n/a

Jonas Benjamin Rees

n/a

HOLLAND, MI

n/a

Ashley Lauren Ketchum

n/a

HOLLAND, MI

n/a

RYAN WESLEY TYLER

n/a

HOLLAND, MI

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CARTER, RHONDA, GRACE

MANAGING MEMBER / CHIEF COMPLIANCE OFFICER

yes

06/2021

Aug 28, 2026

DEMAAGD, SCOTT, JONATHAN

CHIEF INVESTMENT OFFICER

yes

01/2021

Aug 28, 2026

JOHNSON, BRENDON, BRUCE

MANAGING MEMBER

yes

06/2021

Aug 28, 2026

LINN, BRYAN, PAUL

MANAGING MEMBER / CHIEF OPERATIONS OFFICER / CHIEF FINANCIAL OFFICER

yes

06/2021

Aug 28, 2026

PACANOWSKI, SHAWN, DENNIS

MANAGING MEMBER / DIRECTOR OF ADVISORY SERVICES

yes

06/2021

Aug 28, 2026

VANDENBRINK, BRIAN, LEE

MANAGING MEMBER / CHIEF EXECUTIVE OFFICER

yes

06/2021

Aug 28, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 20, 2026

$2.0B

n/a

2024

Feb 28, 2025

$1.9B

n/a

2023

Feb 12, 2024

$1.7B

n/a

2022

Mar 7, 2023

$1.5B

n/a

2021

Mar 17, 2022

$1.7B

n/a

2020

Feb 22, 2021

$1.5B

n/a

2019

Feb 29, 2020

$1.4B

n/a

2018

Mar 11, 2019

$1.0B

n/a

2017

Mar 30, 2018

$991M

n/a

2016

Mar 17, 2017

$872M

n/a

2015

Feb 12, 2016

$888M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$2.0B

$1.9B

6.0%

$1.5B

9.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WELLS FARGO ADVISORS

Apr 1, 2015

Jan 1, 2025

HOLLAND, MI

Team lift out

Wirehouse to new firm

0.9%