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.
SEC-registered adviser
Captrust Wealth Advisors
Legal name Well Done, LLC
Latest filing Aug 28, 2026
First filing on the tape Nov 26, 2014 · 37 filings
SEC status approved since Jan 2, 2015
RAUM
$2.0B
reported, Item 5.F
Discretionary
99%
of RAUM
Private clients
80%
$1.6B individuals and HNW
Advisors
19
registered through the firm on IAPD
RAUM per advisor
$105M
derived; firm RAUM over IAPD count
Employees
26
20 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
37 filings and snapshots on the tape
RAUM$2.0B as of Aug 28, 2026
Feb 12, 2016$888M then
HNW client RAUM$1.4B as of Aug 28, 2026
Mar 30, 2018$686M then
State-registered IARs (5.B.3)20 as of Aug 28, 2026
Feb 12, 201613 then
Employees (5.A)26 as of Aug 28, 2026
Feb 12, 201616 then
Private funds: no history
RAUM +6.0% over the last fiscal year+9.7% a year over threeIARs 20 to 20offices 0 to 1
Practice profile
derived from the filing of Aug 28, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
- Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $105MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 45derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.9MderivedHNW RAUM over HNW clients
- Average account
- $670,305derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 99%derivedof RAUM
- Institutional
- 11%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.4derivedItem 5.A over advisors
- Advisors per office
- 9.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +6.0%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +2.9%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
- Financial planning clients
- 500reportedItem 5.H
- Wrap fee program
- $1.9BreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$1.4B71%
- Charitable organizations$195M9.7%
- Corporations and businesses$186M9.3%
- Individuals$173M8.7%
- Pension and profit-sharing plans$21.0M1.0%
- Individual clients
- 497reported
- HNW clients
- 366reported
- Pension plan clients
- 9reported
- Charitable clients
- 29reported
- Accounts
- 2,988reported
- Financial planning clients
- 500reported
- Wrap fee programs
- $127M sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.8 fund_share=0.0 institutional_share=0.11 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
19 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Kristine Lee Pattison | Holland, Mi | May 12, 2015 | 33 y | 1 |
| Shawn Dennis Pacanowski | Holland, Mi | May 13, 2015 | 21 y | 1 |
| Shanon Jean Tate | Holland, Mi | May 13, 2015 | 20 y | 1 |
| Jason Lee Kooyer | Holland, Mi | May 13, 2015 | 24 y | 1 |
| Calvin Christopher ChanskiCertified Financial Planner | Holland, Mi | May 13, 2015 | 14 y | 1 |
| Bryan Paul Linn | Holland, Mi | May 13, 2015 | 15 y | 1 |
| Rhonda Grace Carter | Holland, Mi | May 13, 2015 | 13 y | 1 |
| Brendon Bruce Johnson | Holland, Mi | May 13, 2015 | 17 y | 2 |
| Brian Lee Vandenbrink | Holland, Mi | May 13, 2015 | 24 y | 1 |
| Scott Jonathan DemaagdCertified Financial Planner | Holland, Mi | Sep 14, 2015 | 11 y | 0 |
| Jason Ray Bruxvoort | Holland, Mi | Jul 29, 2016 | 19 y | 3 |
| Ronald Joshua PriceCertified Financial Planner | Holland, Mi | Feb 2, 2018 | 14 y | 0 |
| Lauren Elizabeth Truer | Holland, Mi | Nov 18, 2019 | 11 y | 0 |
| Benjamin Craig AndersonCertified Financial Planner | Holland, Mi | Oct 15, 2020 | 10 y | 0 |
| Jonathan F KlettCertified Financial Planner | Holland, Mi | Apr 29, 2021 | 9 y | 0 |
| Samuel Straton Starks | Holland, Mi | Apr 13, 2022 | 10 y | 0 |
| Jonas Benjamin Rees | Holland, Mi | Oct 31, 2022 | 12 y | 0 |
| Ashley Lauren Ketchum | Holland, Mi | Aug 28, 2023 | 14 y | 0 |
| Ryan Wesley Tyler | Holland, Mi | Jan 1, 2025 | 19 y | 1 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Wade Robert Hoag to Schechter Investment Advisors, LLCJun 2, 2020 · RIA to RIA
Joined, latest
- Ryan Wesley Tyler from Wells Fargo AdvisorsJan 1, 2025 · Wirehouse to independent RIA
- Jason Ray Bruxvoort from Cetera Investment Advisers LLCJul 29, 2016 · Other
- Jason Lee Kooyer from Wells Fargo AdvisorsMay 13, 2015 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- Shawn Dennis Pacanowski from Wells Fargo AdvisorsMay 13, 2015 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- Calvin Christopher Chanski from Wells Fargo AdvisorsMay 13, 2015 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- Bryan Paul Linn from Wells Fargo AdvisorsMay 13, 2015 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- Rhonda Grace Carter from Wells Fargo AdvisorsMay 13, 2015 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- Brian Lee Vandenbrink from Wells Fargo AdvisorsMay 13, 2015 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- Shanon Jean Tate from Wells Fargo AdvisorsMay 13, 2015 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- Brendon Bruce Johnson from Wells Fargo AdvisorsMay 13, 2015 · Wirehouse to a newly registered adviser (no RAUM reported yet)
- Kristine Lee Pattison from Wells Fargo AdvisorsMay 12, 2015 · Wirehouse to a newly registered adviser (no RAUM reported yet)
Teams: two or more advisors moving together within fourteen days, from one state
- 10 joined from Wells Fargo AdvisorsApr 1, 2015 · Holland, Mi
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Grace Rhonda Carter · Managing Member / Chief Compliance Officercontrolsince 06/2021 · owns 5% to 10%
- Jonathan Scott Demaagd · Chief Investment Officercontrolsince 01/2021 · owns less than 5%
- Bruce Brendon Johnson · Managing Membercontrolsince 06/2021 · owns 10% to 25%
- Paul Bryan Linn · Managing Member / Chief Operations Officer / Chief Financial Officercontrolsince 06/2021 · owns 10% to 25%
- Dennis Shawn Pacanowski · Managing Member / Director Of Advisory Servicescontrolsince 06/2021 · owns 10% to 25%
- Lee Brian Vandenbrink · Managing Member / Chief Executive Officercontrolsince 06/2021 · owns 25% to 50%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Holland, Mi · principal | 19 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
What changed
consecutive filings, newest first
- Other offices · 0 to 1Mar 20, 2026 to Aug 28, 2026
- Accounts · 2,912 to 2,988Nov 26, 2025 to Mar 20, 2026
- Charity clients · 30 to 29Nov 26, 2025 to Mar 20, 2026
- HNW clients · 321 to 366Nov 26, 2025 to Mar 20, 2026
- Individual clients · 518 to 497Nov 26, 2025 to Mar 20, 2026
- Pension plan clients · 8 to 9Nov 26, 2025 to Mar 20, 2026
- Discretionary RAUM · $1.9B to $2.0BNov 26, 2025 to Mar 20, 2026
- HNW RAUM · $1.2B to $1.4BNov 26, 2025 to Mar 20, 2026
- Individual RAUM · $185M to $173MNov 26, 2025 to Mar 20, 2026
- Non-discretionary RAUM · $11.6M to $12.3MNov 26, 2025 to Mar 20, 2026
- Pension RAUM · $18.7M to $21.0MNov 26, 2025 to Mar 20, 2026
- RAUM · $1.9B to $2.0BNov 26, 2025 to Mar 20, 2026
- Wrap assets (sponsor) · $123M to $127MNov 26, 2025 to Mar 20, 2026
- Accounts · 2,850 to 2,912Feb 12, 2024 to Feb 28, 2025
- Advisory employees · 21 to 20Feb 12, 2024 to Feb 28, 2025
- Business name · CAPTRUST FINANCIAL ADVISORS to CAPTRUST WEALTH ADVISORSFeb 12, 2024 to Feb 28, 2025
- Charity clients · 31 to 30Feb 12, 2024 to Feb 28, 2025
- Corporate clients · 27 to 25Feb 12, 2024 to Feb 28, 2025
- HNW clients · 295 to 321Feb 12, 2024 to Feb 28, 2025
- Individual clients · 528 to 518Feb 12, 2024 to Feb 28, 2025
- Financial planning clients · More than 500 to More than 500Feb 12, 2024 to Feb 28, 2025
- State-registered IARs · 21 to 20Feb 12, 2024 to Feb 28, 2025
- Discretionary RAUM · $1.7B to $1.9BFeb 12, 2024 to Feb 28, 2025
- HNW RAUM · $1.1B to $1.2BFeb 12, 2024 to Feb 28, 2025
- Individual RAUM · $190M to $185MFeb 12, 2024 to Feb 28, 2025
- Non-discretionary RAUM · $10.1M to $11.6MFeb 12, 2024 to Feb 28, 2025
- Pension RAUM · $16.2M to $18.7MFeb 12, 2024 to Feb 28, 2025
- RAUM · $1.7B to $1.9BFeb 12, 2024 to Feb 28, 2025
- Wrap assets (sponsor) · $90.9M to $123MFeb 12, 2024 to Feb 28, 2025
- Accounts · 2,706 to 2,850Sep 27, 2023 to Feb 12, 2024
- Advisory employees · 20 to 21Sep 27, 2023 to Feb 12, 2024
- Charity clients · 30 to 31Sep 27, 2023 to Feb 12, 2024
- Corporate clients · 25 to 27Sep 27, 2023 to Feb 12, 2024
- HNW clients · 265 to 295Sep 27, 2023 to Feb 12, 2024
- Individual clients · 524 to 528Sep 27, 2023 to Feb 12, 2024
- Employees · 24 to 26Sep 27, 2023 to Feb 12, 2024
- Financial planning clients · 251-500 to More than 500Sep 27, 2023 to Feb 12, 2024
- State-registered IARs · 20 to 21Sep 27, 2023 to Feb 12, 2024
- Discretionary RAUM · $1.5B to $1.7BSep 27, 2023 to Feb 12, 2024
- HNW RAUM · $977M to $1.1BSep 27, 2023 to Feb 12, 2024
Signals
7 dated events
- Hilbert Bruce Johnson (Managing Member / Chief Executive Officer) no longer on Schedule A of Captrust Wealth Advisors (listed 2021-02-22, absent 2021-06-30)Jun 30, 2021 · Control person left · inference
- Alan Dirk Zwiep (Member) no longer on Schedule A of Captrust Wealth Advisors (listed 2021-02-22, absent 2021-06-30)Jun 30, 2021 · Control person left · inference
- Dennis Shawn Pacanowski (Managing Member / Director Of Advisory Services) appeared on Schedule A of Captrust Wealth AdvisorsJun 30, 2021 · Control person joined · fact
- Bruce Brendon Johnson (Managing Member) appeared on Schedule A of Captrust Wealth AdvisorsJun 30, 2021 · Control person joined · fact
- Jonathan Scott Demaagd (Chief Investment Officer) appeared on Schedule A of Captrust Wealth AdvisorsJan 29, 2021 · Control person joined · fact
- Captrust Wealth Advisors reported RAUM $1.4B, up 40% from $1.0B (2019-11-07 to 2020-02-29)Feb 29, 2020 · RAUM change · derived
- Captrust Financial Advisors filed its initial SEC registration (Form ADV)Nov 26, 2014 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business phone
- 616-392-5332reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 800-566-5012reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- linkedin.com/company/captrust-wealth-advisors-west-michiganreportedpublic record, Form ADV, Sep 17, 2026
- Website
- ctwealth.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- (616) 392-5332reportedpublic record, Form ADV, Aug 28, 2026
- Contact form
- ctwealth.com/contactreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- ctwealth.com/our-teamreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $105Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026