DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jason Ray Bruxvoort

Captrust Wealth Advisorsindependent RIAHolland, MiIA-onlyIAPD 5306317

Feed of 09/14/2026

Also filed as Jason R Bruxvoort

At current firm

10 y

since Jul 29, 2016

In the industry

19 y

since May 15, 2007 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Institutional Client Administrator | Partnerreportedctwealth.comfirm site, Sep 15, 2026
Professional profile: ctwealth.com/our-team/jason-r-bruxvoortreportedctwealth.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

Captrust Wealth Advisors independent RIA current
since Jul 29, 2016 · Holland, Mi
Cetera Investment Advisers LLC BD affiliated
May 12, 2011 to Jul 5, 2016 · South Holland, Il
Msi Financial Services, Inc. former
Mar 26, 2009 to Jun 3, 2011 · Orland Park, Il
Citigroup Global Markets Inc. BD affiliated
Jun 14, 2007 to Feb 24, 2009 · Orland Park, Il

Moves

a registration end followed by a registration begin elsewhere

Cetera Investment Advisers LLC to Captrust Wealth Advisors
left Jul 5, 2016, registered Jul 29, 2016 (24 days) · Other
Msi Financial Services, Inc. to Cetera Investment Advisers LLC
left Jun 3, 2011, registered May 12, 2011 (-22 days) · Other
Citigroup Global Markets Inc. to Msi Financial Services, Inc.
left Feb 24, 2009, registered Mar 26, 2009 (30 days) · Other

Signals

No dated event on this person.

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address