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 |
|---|---|---|---|---|---|---|
| Cole Dominic Hudson | Captrust institutional | Charlotte, Nc | Sep 15, 2026 | 16 y | 0 | 1 |
| Joshua C Hudson Chartered Financial Analyst | Captrust institutional | San Antonio, Tx | Oct 4, 2019 | 14 y | 0 | 1 |
| Michael Edward Hudson dual registrant | Captrust institutional | Raleigh, Nc | Apr 9, 2015 | 24 y | 2 | 2 |
| M••• G••••• H•••••• Certified Financial Planner · dual registrant | C••••••• institutional | Sacramento, Ca | Jan 25, 2021 | 20 y | 4 | 1 |
| M•••••• Q•••••• H•••••• Certified Financial Planner | C••••••• institutional | San Antonio, Tx | Jun 23, 2023 | 26 y | 2 | 2 |
| C•••••• H••••• Certified Financial Planner | C••••••• institutional | Bellevue, Wa | Dec 7, 2023 | 15 y | 1 | 1 |
| J••••••• S•••• H••••• Certified Financial Planner · dual registrant | C••••••• institutional | Stockbridge, Ga | Apr 26, 2021 | 30 y | 3 | 1 |
| K•• S•• H••••••• | C••••••• institutional | Clarkston, Mi | Apr 9, 2015 | 26 y | 3 | 2 |
| B••••• B•••••• H•••••• Certified Financial Planner | C••••••• institutional | Charlotte, Nc | Mar 12, 2020 | 25 y | 2 | 2 |
| L••••• T••••••• I••••• | C••••••• institutional | San Antonio, Tx | Oct 2, 2019 | 29 y | 4 | 1 |
| R•••••• J•• I•••• | C••••••• institutional | Roanoke, Va | May 16, 2018 | 43 y | 1 | 3 |
| R•••••• J••• I•••• Certified Financial Planner | C••••••• institutional | Raleigh, Nc | Jul 22, 2024 | 12 y | 0 | 1 |
| T•••••• C•••••• I•••• Certified Financial Planner · dual registrant | C••••••• institutional | New York, Ny | Feb 26, 2021 | 15 y | 3 | 1 |
| J••••• C••••••••• I•••• dual registrant | C••••••• institutional | Raleigh, Nc | Aug 9, 2018 | 10 y | 0 | 1 |
| J••••• I•••••• | C••••••• institutional | Phoenix, Az | Oct 16, 2023 | 12 y | 0 | 1 |
| L••• K••• I••• M••••• | C••••••• institutional | Austin, Tx | Oct 3, 2019 | 15 y | 1 | 1 |
| M••••• A•••••• J••••••••• | C••••••• institutional | Costa Mesa, Ca | Feb 17, 2026 | 34 y | 6 | 2 |
| M••••• A•••• J••••• Certified Financial Planner · dual registrant | C••••••• institutional | Brentwood, Tn | Dec 22, 2022 | 17 y | 1 | 2 |
| E•••••••• L••• J••••••• | C••••••• institutional | Raleigh, Nc | Nov 25, 2020 | 12 y | 2 | 2 |
| K•••• J••••• J•••• Chartered Financial Analyst | C••••••• institutional | Marietta, Ga | Sep 2, 2021 | 13 y | 2 | 1 |
| S••••• J••••••• J••••••• dual registrant | C••••••• institutional | Lake Mary, Fl | Feb 26, 2021 | 17 y | 0 | 1 |
| R••• G•••••• J•••••• dual registrant | C••••••• institutional | Folsom, Ca | Mar 1, 2021 | 34 y | 2 | 1 |
| D••• E••• A•••• J•••••• Certified Financial Planner · dual registrant | C••••••• institutional | Leawood, Ks | Aug 19, 2022 | 12 y | 2 | 1 |
| J••• D• J•••••• dual registrant | C••••••• institutional | Wichita, Ks | Aug 19, 2022 | 27 y | 2 | 2 |
| C••••••••• W•••••• J•••••• Certified Financial Planner · dual registrant | C••••••• institutional | Salt Lake City, Ut | Feb 1, 2018 | 27 y | 3 | 1 |
| B•••• J•••••• Chartered Financial Consultant · dual registrant | C••••••• institutional | Salt Lake City, Ut | Feb 1, 2018 | 23 y | 3 | 1 |
| K•••••••• K••••••• J•••••• Certified Financial Planner | C••••••• institutional | Minnetonka, Mn | Apr 21, 2023 | 11 y | 2 | 1 |
| D••• A•••• J••••••• Certified Financial Planner | C••••••• institutional | Durham, Nc | Mar 30, 2017 | 42 y | 1 | 3 |
| D••• A•••• J••••••• Certified Financial Planner | C••••••• institutional | Raleigh, Nc | Mar 30, 2017 | 12 y | 1 | 2 |
| K•••••••• F• J••••••• | C••••••• institutional | Raleigh, Nc | Mar 30, 2017 | 28 y | 1 | 2 |
| B••••••• G••••••• J•••• Certified Financial Planner | C••••••• institutional | Leawood, Ks | Aug 19, 2022 | 13 y | 1 | 2 |
| K•••••• M••••• J•••• | C••••••• institutional | Fort Worth, Tx | Feb 3, 2025 | 11 y | 0 | 1 |
| R••••• C•••••• J•••• dual registrant | C••••••• institutional | Raleigh, Nc | Jan 22, 2019 | 20 y | 1 | 1 |
| B•••• K•••• J•••• Certified Financial Planner | C••••••• institutional | The Woodlands, Tx | Jan 18, 2024 | 11 y | 4 | 1 |
| R••••• A••••• J•••• dual registrant | C••••••• institutional | Charlotte, Nc | Apr 22, 2015 | 44 y | 2 | 2 |
| T••• L•••• J•••• Certified Financial Planner | C••••••• institutional | Raleigh, Nc | Apr 15, 2015 | 27 y | 3 | 1 |
| W•••••• P•••••• J•••• J• Chartered Financial Analyst | C••••••• institutional | Greensboro, Ga | Apr 29, 2019 | 21 y | 1 | 2 |
| E••• D••••• J•••• Certified Financial Planner, Chartered Financial Analyst | C••••••• institutional | Phoenix, Az | Feb 22, 2021 | 19 y | 3 | 1 |
| B••••••• E•••••••• J•••••• dual registrant | C••••••• institutional | Raleigh, Nc | Jun 15, 2026 | 13 y | 0 | 1 |
| N••••• K•••••••• dual registrant | C••••••• institutional | Charlotte, Nc | Jun 24, 2025 | 12 y | 3 | 1 |
| V••••••• K•••• Certified Financial Planner | C••••••• institutional | Lake Success, Ny | Oct 31, 2018 | 10 y | 0 | 3 |
| M•••••• A•• K••••• dual registrant | C••••••• institutional | Bellevue, Wa | Dec 7, 2023 | 14 y | 3 | 1 |
| R••• K•••••••• | C••••••• institutional | Salt Lake City, Ut | Apr 7, 2026 | 10 y | 2 | 1 |
| J••••• P••• K•••••••• Certified Financial Planner | C••••••• institutional | Indianapolis, In | Oct 16, 2023 | 15 y | 1 | 1 |
| T•• A•••• K•••••• | C••••••• institutional | Minnetonka, Mn | Apr 25, 2023 | 11 y | 2 | 1 |
| T••••• M• K•••• | C••••••• institutional | Boston, Ma | Feb 1, 2022 | 13 y | 1 | 1 |
| J••• G•••• K••••• Chartered Financial Analyst | C••••••• institutional | San Antonio, Tx | Oct 11, 2021 | 18 y | 3 | 1 |
| C••••• D••• K••• Chartered Financial Analyst | C••••••• institutional | Costa Mesa, Ca | Feb 23, 2026 | 10 y | 1 | 2 |
| L••• T••••• K•••••• Chartered Financial Analyst | C••••••• institutional | New Orleans, La | Oct 26, 2022 | 16 y | 0 | 1 |
| C•••• A••• K••••• Chartered Financial Analyst | C••••••• institutional | Boeme, Tx | Oct 11, 2021 | 14 y | 2 | 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.