Adviser and broker representative · Captrust
Brodie D. Barnes
CRD 2368626 · Salt Lake City, UT
At a glance
Brodie D. Barnes is an investment adviser representative with Captrust in Salt Lake City, UT, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Brodie’s SEC record dates to 2000, about 26 years ago. Brodie is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firm
- CaptrustSince January 2018Salt Lake City, UT · $1.24T in regulatory assets
SEC adviser record
- Registered since
- 2000 (26 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 3 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Brodie’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.