DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at CAPTRUST
RALEIGH, NC
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| Captrust | Institutional manager | Jun 9, 2025 | n/a | yes | RALEIGH, NC | Current employment |
| MCADAM LLC | Independent wealth | Aug 19, 2020 | Apr 28, 2025 | no | RADNOR, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MCADAM LLC | Captrust | Apr 28, 2025 | Jun 9, 2025 | 42 | Firm change | Other |