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RIA / WealthAdvisor11 years in industry

Brent Allan Thomas

Advisor at CAPTRUST

Houston, TX | Homewood, AL

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Search this name across graphsid dfx:ria:e35d70b4-7a73-9d63-b84f-22b5919d079e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Jul 6, 2016 to Sep 15, 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: Nov 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Dec 12, 2015
First registration: Jul 6, 2016
Dual registered: no
Other names: BRENT ALLAN THOMAS|BRENT THOMAS
IAPD individual key: 3203112

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	Apr 14, 2026	n/a	yes	Houston, TX\|Homewood, AL	Current employment
WESTWOOD WEALTH MANAGEMENT	Mixed wealth	Sep 4, 2024	Mar 2, 2026	no	Houston, TX\|DALLAS, TX	Previous registration
Farther	Independent wealth	Apr 25, 2024	Aug 19, 2024	no	SAN FRANCISCO, CA\|Birmingham, AL	Previous registration
PNC CAPITAL ADVISORS LLC	Other adviser	Aug 23, 2022	Aug 31, 2023	no	Birmingham, AL	Previous registration
PNC MANAGED ACCOUNT SOLUTIONS, INC.	Former SEC adviser	Dec 20, 2019	Jun 2, 2021	no	Jacksonville, FL\|Birmingham, AL	Previous registration
NATIONWIDE INVESTMENT ADVISORS, LLC	Bd affiliated wealth	Jul 6, 2016	Jan 3, 2018	no	COLUMBUS, OH	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
WESTWOOD WEALTH MANAGEMENT	Captrust	Mar 2, 2026	Apr 14, 2026	43	Firm change	Other
Farther	WESTWOOD WEALTH MANAGEMENT	Aug 19, 2024	Sep 4, 2024	16	Firm change	RIA to RIA
PNC CAPITAL ADVISORS LLC	Farther	Aug 31, 2023	Apr 25, 2024	238	Firm change	Other
PNC MANAGED ACCOUNT SOLUTIONS, INC.	PNC CAPITAL ADVISORS LLC	Jun 2, 2021	Aug 23, 2022	447	Channel change	Other
NATIONWIDE INVESTMENT ADVISORS, LLC	PNC MANAGED ACCOUNT SOLUTIONS, INC.	Jan 3, 2018	Dec 20, 2019	716	Firm change after gap	Other

Relationships

Registered with (6)

→ CAPTRUSTRegistered adviserregistration: current employment
Apr 14, 2026 to presentfactForm ADV
→ WESTWOOD WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Sep 4, 2024 to Mar 2, 2026factForm ADV
→ FARTHERRegistered adviserregistration: previous registration
Apr 25, 2024 to Aug 19, 2024factForm ADV
→ PNC CAPITAL ADVISORS LLCRegistered adviserregistration: previous registration
Aug 23, 2022 to Aug 31, 2023factForm ADV
→ PNC MANAGED ACCOUNT SOLUTIONS, INC.Registered adviserregistration: previous registration
Dec 20, 2019 to Jun 2, 2021factForm ADV
→ NATIONWIDE INVESTMENT ADVISORS, LLCRegistered adviserregistration: previous registration
Jul 6, 2016 to Jan 3, 2018factForm ADV

Dated events

Occurred
Mar 2, 2026
Advisor changed firm
Brent Allan Thomas left Westwood Wealth Management for Captrust (registered 2026-04-14)
Form ADVobserved 6 days ago
Occurred
Aug 19, 2024
Advisor changed firm
Brent Allan Thomas left Farther for Westwood Wealth Management (registered 2024-09-04)
Form ADVobserved 6 days ago
Occurred
Aug 31, 2023
Advisor changed firm
Brent Allan Thomas left Pnc Capital Advisors Llc for Farther (registered 2024-04-25)
Form ADVobserved 6 days ago