DFX Intelligence
Advisors
Advisors registered through CaptrustAbout this listEvery person with a current investment adviser registration on IAPD, with the firm, the branch city and state, the date the current registration began, prior registered firms, exams and designations.Nothing here is a book size: an advisor’s assets are not public and are not estimated on this page.
946 advisors
| Advisor | Firm | Branch | Here since | In industry | Prior firms | States |
|---|---|---|---|---|---|---|
| Kyle Edward Hauge dual registrant | Captrust institutional | Bellevue, Wa | Dec 7, 2023 | 19 y | 1 | 1 |
| Graham Hawes Chartered Financial Analyst | Captrust institutional | Raleigh, Nc | Jan 17, 2024 | 11 y | 1 | 1 |
| Oliver L Haynes | Captrust institutional | Montgomery, Al | Mar 12, 2020 | 38 y | 1 | 2 |
| S•••• H••••• | C••••••• institutional | Wilmington, Nc | Nov 15, 2022 | 10 y | 3 | 2 |
| J••• C••••• H••• dual registrant | C••••••• institutional | Raleigh, Nc | Jan 3, 2023 | 17 y | 5 | 1 |
| J••••• T••••• H••• Certified Financial Planner · dual registrant | C••••••• institutional | New Orleans, La | Jun 23, 2023 | 19 y | 1 | 2 |
| J•••••• J• H•••••• | C••••••• institutional | Greensburg, Pa | Jan 19, 2021 | 26 y | 4 | 2 |
| R••• W••••• H•••• dual registrant | C••••••• institutional | Raleigh, Nc | Jun 2, 2025 | 11 y | 0 | 1 |
| R••••• A•••••• H•••• dual registrant | C••••••• institutional | Woodland Hills, Ca | Nov 10, 2021 | 34 y | 4 | 1 |
| B••••• T•••• H•••••• Certified Financial Planner · dual registrant | C••••••• institutional | Leawood, Ks | Aug 22, 2022 | 10 y | 3 | 2 |
| R•••••• S•••• H•••••• dual registrant | C••••••• institutional | Norfolk, Ma | Feb 22, 2023 | 39 y | 2 | 3 |
| S•••••• H••••• | C••••••• institutional | Salt Lake City, Ut | May 1, 2025 | 11 y | 0 | 1 |
| C••• M•••••• H••••••••• dual registrant | C••••••• institutional | Chesterton, In | May 6, 2020 | 11 y | 1 | 1 |
| M•••••• H•••••••• | C••••••• institutional | Raleigh, Nc | Jan 31, 2019 | 12 y | 0 | 2 |
| K•••• M•••• H••••••• P••••••• | C••••••• institutional | Dallas, Tx | Jun 29, 2023 | 21 y | 1 | 1 |
| M••• A•• H••••••••• Certified Financial Planner | C••••••• institutional | Phoenix, Az | Jun 28, 2021 | 22 y | 2 | 2 |
| P••••• S••••• H•••••••• Certified Financial Planner · dual registrant | C••••••• institutional | Brentwood, Tn | Dec 22, 2022 | 13 y | 1 | 2 |
| K••• P•••••• H•••••• dual registrant | C••••••• institutional | Clarkston, Mi | Apr 9, 2015 | 16 y | 1 | 1 |
| J•••• J•••• H••• Certified Financial Planner | C••••••• institutional | Minnetonka, Mn | Apr 26, 2023 | 12 y | 2 | 1 |
| D•••• E• H•••••• | C••••••• institutional | Boston, Ma | Jun 10, 2024 | 19 y | 2 | 1 |
| M••• H••••• Chartered Financial Analyst | C••••••• institutional | Raleigh, Nc | Dec 19, 2022 | 23 y | 1 | 1 |
| R••••• H•••••••• dual registrant | C••••••• institutional | San Francisco, Ca | Oct 7, 2024 | 10 y | 1 | 1 |
| J•••••• H••••••• | C••••••• institutional | Chesterton, In | Jan 19, 2021 | 22 y | 4 | 1 |
| D•••• L•• H•••••••• dual registrant | C••••••• institutional | Jonesborough, Tn | Mar 1, 2021 | 34 y | 3 | 3 |
| J••••• H••• Chartered Financial Analyst | C••••••• institutional | Minneapolis, Mn | Mar 9, 2017 | 18 y | 1 | 1 |
| R•••••• E••••• H•••• Certified Financial Planner | C••••••• institutional | St. Paul, Mn | Dec 20, 2024 | 10 y | 1 | 1 |
| A••••• J••• H••••••• Certified Financial Planner | C••••••• institutional | Dallas, Tx | Nov 25, 2025 | 25 y | 3 | 1 |
| H••••• M•••••• H•••• | C••••••• institutional | Phoenix, Az | Dec 15, 2020 | 15 y | 2 | 2 |
| C•••••• L••• H••• Certified Financial Planner · dual registrant | C••••••• institutional | Charlotte, Nc | Apr 22, 2015 | 24 y | 2 | 2 |
| J•••• R••••• H••••• dual registrant | C••••••• institutional | Raleigh, Nc | Aug 25, 2020 | 19 y | 3 | 1 |
| T•••• J•••• H••••• Certified Financial Planner | C••••••• institutional | Phoenix, Az | Jun 3, 2024 | 10 y | 0 | 1 |
| T••••• H••••• | C••••••• institutional | Raleigh, Nc | Apr 20, 2026 | 10 y | 1 | 1 |
| N••••••• H••••••• Certified Financial Planner · dual registrant | C••••••• institutional | Greenville, Sc | Sep 23, 2024 | 10 y | 1 | 1 |
| J••••• T••••• H••••••••• Certified Financial Planner, Personal Financial Specialist | C••••••• institutional | Boston, Ma | Jan 25, 2022 | 12 y | 2 | 1 |
| K••••• M•••• H•••••• Certified Financial Planner | C••••••• institutional | Minneapolis, Mn | Feb 27, 2026 | 11 y | 2 | 1 |
| E••• H••••• Chartered Financial Analyst | C••••••• institutional | Minneapolis, Mn | Apr 9, 2015 | 12 y | 1 | 1 |
| M••••• K•• H•••••••• dual registrant | C••••••• institutional | Charlotte, Nc | Apr 15, 2015 | 22 y | 0 | 1 |
| J•••• M•• H••• Certified Financial Planner | C••••••• institutional | Sacramento, Ca | Apr 13, 2023 | 19 y | 3 | 2 |
| D•••• A• H••• | C••••••• institutional | Raleigh, Nc | Apr 15, 2015 | 17 y | 1 | 1 |
| N••••• D••••• H•••••••• | C••••••• institutional | Minnetonka, Mn | Oct 27, 2025 | 12 y | 0 | 1 |
| C••••••••• P• H•••••• dual registrant | C••••••• institutional | Boston, Ma | Sep 27, 2023 | 10 y | 1 | 1 |
| M•••••• A••• H•••••• Certified Financial Planner, Personal Financial Specialist, Chartered Financial Analyst | C••••••• institutional | Dallas, Tx | Jun 28, 2023 | 30 y | 3 | 1 |
| K••••••••• J••• H•••••• dual registrant | C••••••• institutional | Chesterton, In | May 6, 2020 | 12 y | 1 | 1 |
| J••••• C•••• H••••• | C••••••• institutional | Greensburg, Pa | Jan 19, 2021 | 10 y | 4 | 2 |
| M••• E••••• H••• Certified Financial Planner | C••••••• institutional | Leawood, Ks | Aug 30, 2022 | 18 y | 4 | 2 |
| W••••• S•••• H•••• | C••••••• institutional | Dallas, Tx | Jul 24, 2026 | 13 y | 0 | 1 |
| W••••• S•••• H•••• dual registrant | C••••••• institutional | Raleigh, Nc | Apr 9, 2015 | 32 y | 2 | 2 |
| A•••••• V•••• H•••••• dual registrant | C••••••• institutional | Raleigh, Nc | Apr 15, 2015 | 21 y | 2 | 1 |
| C••••••••• J••• H•••• Certified Financial Planner | C••••••• institutional | Bethlehem, Pa | Jan 11, 2022 | 18 y | 0 | 1 |
| D•••• M•••••• H•••• Chartered Financial Analyst | C••••••• institutional | Warren, Nj | Mar 31, 2022 | 26 y | 0 | 1 |
The advisor and firm names past the first 3 rows are hidden. Open a row to reveal that record with a free account (5 a month), or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source is public either way.